The Settings tab displays the existing messages and the settings for queuing and purging messages.

To configure Customer Follow-up Messages:

• You can perform the following functions for messages:

  • Creating New Customer Follow-up Messages

  • Editing Customer Follow-up Messages

  • Deleting Customer Follow-up Messages

To configure Auto Queue Settings:

• Select or de-select the following queue options to enable or disabled them:

  • Auto queue - ALLDATA^® Manage^SM Welcome Letters: Can be automatically queued to be sent to a new customer when the Customer record is created.

  • Auto queue - ALLDATA MANAGE Thank You Letters: Can be automatically queued to be sent to a customer when the customer has an invoice posted.

  • Auto queue - ALLDATA MANAGE Service Reminder Letters: Can be automatically queued to be sent to a customer when the customer has an invoice posted.

  • Auto queue - ALLDATA MANAGE Recommendation Letters: Can be automatically queued to be sent to a customer when the customer has a Recommendation created.

• When you are done with the Customer Follow-up >> Settings tab, click Close.

To configure Auto Purge Settings:

• Select or de-select the following purge options to enable or disabled them:

  • Delete queued message after ___ days: Enter the desired number of days between queuing the message and deleting it.

  • Delete processed message after ___ days: Enter the desired number of days between processing the message and deleting it.

• Enter the desired number of days between queuing/processing and purging.

• When you are done with the Customer Follow-up >> Settings tab, click Close.