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.

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Scripts

From the Customer Activity screen, right-click in the list frame search results box and select
Select the script
Click

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

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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Recommended Display

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.