Exclude a customer from a document request campaign
This article applies to:CertCapture
If you are no longer collecting exemption certificates from a customer, or if the customer is no longer exempt in a specific region, learn how to exclude them from document request campaigns.
Steps
- Choose which option you'd like to exclude:
- Do not request any documents from specific customers:
- Create a Customer Attribute such as DO NOT CAMPAIGN.
- Add the attribute to any customers that you want to exclude from the document request.
- When selecting the search criteria to create a campaign, select Customer Attributes to expand the section.
- In the Customer Does Not Have Any of the Following Attributes section, select the attribute you created in step A.
- Do not request documents for specific regions from some customers:
- Search for the customer with a region you'd like to exclude from the document request.
- Select the customer number to view the customer details.
- Select the ShipTo tab.
- Find the region you want to remove under the ShipTo Details section, then right-click and select Unlink ShipTo State.
- In the message that appears, select OK to confirm that you'd like to remove the ship-to region.
- Do not request any documents from specific customers:
- Use the steps from create a campaign to complete the document request campaign.