It is possible to set the Usage acceptance and Export agreement fields, on the CRM tab of the MB Specific customer information form of every customer record or the MB Specific company information form of every company record.
Fields of MB Specific information
Usage acceptance: Tick if the customer or company agrees to release his data for marketing purposes, you have to tick this field. If not ticked data might be exchanged but must not be used by the MPC.
Export agreement: Tick if data may be sent to the MPC. If the Usage acceptance is set to No, the MPC may not use the data. But if the Export agreement is not ticked, the data is not sent at all.
Note: If for a specific customer record the Stop all mail field on the Customer tab of the Kerridge's CRM form is ticked, the defaults of Set usage accept./export agree run are overruled and the Usage acceptance field is not ticked automatically.
Note: If for a sales cost centre of a specific customer record the Contact method field on the Customer Department Details form is set to No correspondence, the defaults of Set usage accept./export agree run are overruled and the Usage acceptance field is not ticked automatically.
What do you want to do?
Access Set usage accept./export agree
Before starting to use the Retail Interface, you have to run Set usage accept./export agree in order to set some defaults.
To access Set usage accept./export agree:
Select from the Main menu the Manufacturer System option, combined with company MB.
The Mercedes-Benz Main Menu is displayed.
Select from the Mercedes-Benz Main Menu, the Menu - Marketing option.
The Mercedes-Benz Marketing menu is displayed.
Select from the Mercedes-Benz Marketing menu the Menu - Retail Interface option.
The Menu - Retail Interface menu is displayed.
Select from the Menu - Retail Interface menu the Set usage accept./export agree option.
The Set Values Export Agreement and Usage Acceptance form is displayed.
You can make a selection of what and how you want to run the update process of the Export agreement and Usage acceptance fields for customer and company records in the CRM module.
Fields
Marketing company: Indicates the Marketing company for which the company and/or customers records are updated. If ** is entered, all marketing companies are processed.
Check Cost centre: Only applicable to customer records. Checks the cost centre for the value no correspondence. If the no correspondence flag is set the concerning record is not updated.
Update companies: Is ticked by default. If set, company records that match the defined selection criteria are updated.
Update customers: Is ticked by default. If set, customer records that match the defined selection criteria are updated.
Update export agreement: Is ticked by default. If not set, the Export agreement field is NOT updated in the company or customer record.
Update usage acceptance: Is ticked by default. If not set, the Usage acceptance field is NOT updated in the company or customer record.
In the Available templates section, all template records for both company and customer are displayed
These records are the templates for the update. If the export agreement or usage acceptance is set/not set, the corresponding record will be updated accordingly.
If the location of the customer is known, a default record for that location will be searched first. If this template cannot be found, the one without the location specified will be taken.
To apply the defaults:
Select from the Main menu the Manufacturer System option, combined with company MB.
The Mercedes-Benz Main Menu is displayed.
Select from the Mercedes-Benz Main Menu, the Menu - Marketing option.
The Mercedes-Benz Marketing menu is displayed.
Select from the Mercedes-Benz Marketing menu the Menu - Retail Interface option.
The Menu - Retail Interface menu is displayed.
Select from the Menu - Retail Interface menu the Set usage accept./export agree option.
The Set Values Export Agreement and Usage Acceptance form is displayed.
Click the Start button from the toolbar.
A warning message is displayed.
Be aware! This program should only be started once at setup of the Retail Interface. Running the program will change the 'Export agreement' and 'Usage acceptance' flags for both customer and company! Do you want to continue?
Click OK to continue.
If new CRM records are created, the Usage acceptance and Export agreement fields will be set up according to the defaults. Of course it is possible to change these settings on each individual Marketing record.
Note: Be aware that running this option after manual changes again, ALL records that match the set up selections will be set according to the default!
Menu Bar and Toolbar
| Menu bar | Toolbar | Action |
|---|---|---|
| File > Exit |  |
Leaves the program and returns to the menu. |
| File > Start | - | Runs the update process of the Export agreement and Usage acceptance fields for customer and company records in the CRM module. |
| Help > Help |  |
Displays, in a web browser, a help page describing the form. |