ADV FAQs Change Eligible Publications
- Anthony Fontana
Analytics
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 Publications
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:
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.
Depending on the complexity of a membership, there may be several charge categories to select elements from. These will be displayed as separate tabs. When you click next, it will automatically take you to the next charge category if there is one.
Wrap up
You should now know how to make adjustments to the subscription associated with a membership in Advantage.
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