> For the complete documentation index, see [llms.txt](https://docs.navigaglobal.com/naviga-subscribe/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.navigaglobal.com/naviga-subscribe/csr-user-guide/csr-introduction/ncs-only/update-solicitation-preference.md). # Update Solicitation Preference You can manage a subscriber's solicitation preference in the **account information** tab. From this tab, you can: * add a subscriber to a do not call, email, or TMC list * edit a subscriber's solicitation preference * delete a subscriber's solicitation preference View this [workflow](/naviga-subscribe/additional-resources/workflows/ncs-diagrams/solicitation-preference-workflow.md) diagram for a visual representation of the solicitation preference feature. {% hint style="warning" %} Due to some issues found in the batch mode we strongly recommend using **real-time mode** (Flow\.TrackingCodes in mg2control). \ \ Please note that as the **batch mode** is not being used it is planned to be **deprecated** starting from **3.16.3** together with the corresponding mg2control setting. The real-time mode will be the only version of the flow {% endhint %} ## Navigation To view the **account information** tab, perform a [subscription search](/naviga-subscribe/csr-user-guide/csr-introduction/subscription-search.md), and then select the **account information** tab. Select the **account update** button to display a subscription's solicitation preferences. ![](/files/-MPC4-tjCujEsTvprIQa) ## Add a new solicitation preferences After selecting the **account update** button: 1. Select a **type**, then select **add new**. 2. Select a **category** to change the solicitation preference. `TMC` refers to telemarketing. 3. Choose a **stop date**. (Optionally, choose a **resume date**. If left blank, the subscriber is added to the list indefinitely.) New solicitation preferences cannot have overlapping dates and share a category. 4. If desired, leave a remark in the text field (100 characters). Select **submit**. The request is processed in real-time with the circulation system. The subscriber's solicitation preference is removed, but a record remains in the **account update** grid as an audit trail. ## Change a solicitation preference After selecting the **account update** button: 1. Select the **edit** button next to the corresponding solicitation preference. 2. Change any of the following: **stop date**, **resume date**, **remarks**. If the preference has already begun, only the **resume date** and **remarks** fields are editable. 3. Select **save**. The request is processed in real-time with the circulation system. {% hint style="success" %} A solicitation preference's category (`do not call`, `do not email`, `do not TMC`) cannot be changed with the **edit** button. To change a category, delete the solicitation preference, and add a new preference with the desired category. {% endhint %} ## Delete a solicitation preference After selecting the **account update** button: 1. Select the **remove** button next to the corresponding solicitation preference. 2. Confirm you wish to delete the preference and select **OK**. The request is processed in real-time with the circulation system, and the preference is removed from the **account update** grid. ## Account update grid The **accounted update** grid displays all of a subscription's solicitation preferences. | Term | Description | | ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Solicitation code | The code that corresponds to the solicitation preference's category (e.g. `NoEMail`, `NoCall`, `NoTMC`). These codes are configurable in the circulation database. | | Stop date | The date when the solicitation preference begins (`MM-DD-YYYY`). | | Resume date | The date when the solicitation preference ends (`MM-DD-YYYY`). Note: This field is optional. A solicitation preference can continue indefinitely. | | Remarks | Any comments a CSR or subscriber left. | | Change date | The date when the solicitation preference record was created or changed. (`MM-DD-YYYY`). | {% hint style="info" %} The information displayed in this tab returns in real-time from our circulation databases. You must have NCS Circ `2018.5` or greater for current integration. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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