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.