# 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](https://docs.navigaglobal.com/naviga-subscribe/additional-resources/workflows/ncs-diagrams/solicitation-preference-workflow) 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](https://docs.navigaglobal.com/naviga-subscribe/csr-user-guide/csr-introduction/subscription-search), and then select the **account information** tab. Select the **account update** button to display a subscription's solicitation preferences. 

![](https://976659993-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MHtWY24ZsNeJjetCpNF%2F-MPC0GBw-SZnlhjcUSWo%2F-MPC4-tjCujEsTvprIQa%2Faccount-update-nav.gif?alt=media\&token=1a3aac0c-1163-49b0-a043-34c34af75d10)

## 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 %}