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Summary / TL:DR: This article will show you how to clearly identify a customer’s username for a subscription
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in Advantage.
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Passwords should not be provided to customers by phone or email for security purposes. |
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Logins can be maintained from the Customer Activity or from the Authentication screen accessed through Logins, if you are already in Customer Activity, it is recommended to maintain the login from this screen to not cause slowness switching screens. |
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How to Identify a Username for a Subscription
From the Customer Service ribbon, navigate to Customer Activity
Select the subscription you want to find the login for and then navigate to the Website Login tab at the bottom half of the Customer Activity Screen
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Select one of the
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following…
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The username is listed under the Authentication Value field. |
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The username is listed under the Email Address field. |
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The field ‘Password’ contains the customer’s password for the website, however it should never be provided to the customer over the phone or by email for security purposes. Therefore, we don’t recommend adding this field to your display. |
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Wrap upYou should now know how to clearly identify a customer’s username for a subscription in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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