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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

Table of Contents
maxLevel1

Scripts

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titleScripts are available from the Customer Activity screen.  By default, you will be set to No script.  

  1. From the Customer Activity screen, right-click in the list frame search results box and select 

  2. Select the script

  3. Click 

Once a script is selected, it will always be defaulted at this screen until you change it.

Info

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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titleThe 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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titleThese are the recommended customized columns for the Customer Activity Screen
Info

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.

  • CIR = Circulation or subscription (memberships are identified as CIR)

  • PRO = Product (automatic delivery is identified under PRO items)

  • CEM = Conference

  • AMB = Agreement

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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Tip

Wrap up

You should now have a better understanding of the Customer Activity screen and the information it displays.

Info

Still need help?

We know this can be frustrating. To get further help please open a Support ticket.

Click here to open a ticket

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