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.
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Table of contents
Scripts
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| title | Scripts are available from the Customer Activity screen. By default, you will be set to No script. |
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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. | Info |
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To set a script, you must have a customer selected first at this screen. Scripts are setup by affiliate |
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Screen Size Orientation
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| title | The Customer Activity screen allows for uses to resize the screen, just click and drag the arrow divider as needed. |
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Recommended Display
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| title | These are the recommended customized columns for the Customer Activity Screen |
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Note
These are the recommended customized columns for this screen. There are more columns available. |
Customer Number | Account number associated to the item. | Item System Name | Type of item. | 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. |
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Wrap upYou should now have a better understanding of the Customer Activity screen and the information it displays. |
Related Content
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