Summary / TL:DR: This article will help you understand the Customer Service Ribbon in Advantage.
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Use these instructions as a general overview of the customer service ribbon in Advantage.
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If you are not able to change your ribbon, meaning the selections are all grayed outunder the Preferences tab, enter a ticket into Adv 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. |
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. |
Free |
Eletters | 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. |
Customer overview | This view |
allows you to quickly access information about what the contact has already purchased. | |
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. |
Refund Checks | This view is to display |
Payments
This view is to enter unapplied payments, not generally used.
refunds issued by check. | |
Control Groups | This view is to display |
and maintain control groups. |
Blue Tower | This view |
Refund Checks
This view is to display refunds issued by check.
Duplicate Sets
will display a dialog box to search for product information on any type of product, subscription, AMB item, conference, etc. | |
Promotions | This view will display a dialog box to search and find more details about promotions sent to customer's. |
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.
Inbound call stimulator | This view is used |
to input fields to get a call started/placed. | |
Next due | This view will display a dialog box |
Publications
This view will display a dialog box to display more detailed information about a subscription's setup within Advantage.
of notes due associated with a customer's account. | |
Order | This view is to display all orders, not generally used. |
Find | This view will display a dialog box |
of the customer search view. | |
Open Note activity | This will open up any notes that are due for that particular customer. |
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Wrap upYou should now have an understanding of the Customer Service Ribbon in Advantage. |
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