Change Eligible Publications
Summary / TL:DR: This article will show you how to make adjustments to the subscription associated with a membership in Advantage. This includes adding additional subscriptions, removing subscriptions and changing out subscriptions for flex memberships.
These instructions require you to have a control group open. For more on control groups, go here.
How to Change Subscriptions Associated with a Membership
From the Customer Search screen search for the customer you want to edit the membership for and click Customer Activity
Right-click the membership you want to update and then select Membership Actions and then select Change Eligible PublicationsÂ
The Enter Membership Information dialog box will appear, complete the following fields:
Customer Number* | Enter the Customer Number. |
Membership Org* | Enter the Membership Org. |
Service Reason* | Enter the Service Reason associated with any subscription removed. |
4. The Eligible Membership Publications dialog box will appear:Â
Based on the setup of the membership, the subscription options available will be presented. At the top, it will indicate how many elements a customer is eligible for based on their membership category. Â
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