This is a review of the Customer Activity screen. Maintenance can be performed for subscriptions, memberships, website logins, product orders, auto-delivery, standing order, access maintenance & billing, and conferences from a single screen.
3 min read
Table of contents
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Scripts
Scripts are available from the Customer Activity screen. By default, you will be set to No script.
From the Customer Activity screen, right-click in the list frame search results box and select
Select the script
Click
Once a script is selected, it will always be defaulted at this screen until you change it.
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To set a script, you must have a customer selected first at this screen. Scripts are setup by affiliate |
Screen Size Orientation
The Customer Activity screen allows for uses to resize the screen, just click and drag the arrow divider as needed.
Recommended Display
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Note |
Customer Number | Account number associated to the item. |
Item System Name | Type of item.
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Item Description | Name or description of the item. |
Item Number | The unique identifier of the item. |
Owning Organization | The affiliate associated with the item. |
Original Ctrl Group Date | Date associated with the control group for the order of the item. |
Activity Status Description | The status of the item. |
Membership Org | For CIR items that are part of a membership, this is the membership organization the subscription is associated with. |
Member Category | For CIR items that are part of a membership, this is the membership category the subscription is associated with. |
Product Order Type Description | For PRO items, the type of product order. |
Role | For PRO items, the current state of the product order. |
Order Number | The order number associated with the item and term or version. |
Activity Sequence | For PRO items, this will display associated items to a single order number. For example, if the customer ordered 2 items under one order number, the first order line would be 1, the second would be 2. |
Activity Term Number | For CIR items, the current term number. |
Wrap up
You should now have a better understanding of the Customer Activity screen and the information it displays.
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