Customer Service Ribbon
Ribbons within Advantage vary based on role and affiliate. Users are setup with a default ribbon. Based on your security settings, you may be able to change your ribbon.
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| If you are not able to change your ribbon, meaning the selections are all grayed out, enter a ticket into Support. |
Some ribbons offer multiple tabs of information as well as varying icons. Each ribbon may have unique icons on the ribbon, these are the general icons used for customer service ribbon.
Customer Search | This view is the Customer Search view to search, add and change customer account information. Scripts are available at this screen. In general, the DOMESTIC script is recommended for US based affiliates. |
Customer Activity | This view is to display and maintain customer's orders including subscriptions, memberships, products, conferences and agreements. |
Invoices/Payments | This view is to display all transactions associated with a customer's account. |
Free E-Letters | This view is to display and maintain customer's subscriptions to free e-letter services. |
Automatic Delivery | This view is to display and maintain customer's subscriptions to automatic delivery for products. |
Recent | This view will display a dialog box of recently accessed customer accounts by a user. |
Logins | This view is to display and maintain customer's logins to various authentication groups associated with subscriptions and websites. |
| Notes | This view will display a dialog box of notes associated with a customer's account. |
| Order Entry | This view is used to enter orders for customers. |
| Control Groups | This view is to display and maintain control groups. |
| Payments | This view is to enter unapplied payments, not generally used. |
| Master Orders | This view is to display all orders, not generally used. |
| Premiums | This view is to display stuck premiums. If a customer should have received a welcome package but none generated, use this view to see if the premium is stuck. |
| Refund Checks | This view is to display refunds issued by check. |
| Duplicate Sets | This view is to create duplicate sets for when customers have multiple accounts that need to be consolidated. |
| Open | This view will display a dialog box to start call tracking to log contacts on customer accounts. |
| Close | This view will display a dialog box to close call tracking to complete the logged open contact on the customer's account. |
| Enable | This box is used for integration between phone systems and call tracking. |
| Portrait | This view will display a dialog box of customer account information, notes, cross-sell opportunities and navigation between screens. Generally used in conjunction with call tracking. |
Tasks | This view is used to maintain tasks, or escalated issues, between teams and/or TCC. |
Products | This view will display a dialog box to search for product information on any type of product, subscription, AMB item, conference, etc. |
Publications | This view will display a dialog box to display more detailed information about a subscription's setup within Advantage. |
Promotions | This view will display a dialog box to search and find more details about promotions sent to customer's. |