Bills, Bills, Can You Pay My Bills?
What are you DOING?
Subs & Activity
That Was Soooo Long Ago
Misc. x2
100

The screen where you look up a charge.

What is Invoices & Payments?

100

The screen you go to that shows what subscriptions a customer has.

What is Customer Activity?

100

The pub code of Strategic Intelligence.

What is AWN?

100

The internal name for a message to a specialist.

What is a task?

100
We phrase a billing suspend as this.

What is "an error processing your payment"?

200

The two Trans Type letter codes that represent a paid subscription in Invoices & Payments.

What are I & P?

200

The Renewal Policy that indicates the customer has autorenewal.

What is renewal policy C?

200

The order type that shows that a line is part of a welcome package.

What is a Gratis order?

200

The 3 types of clients TCC/ECC serve.

What are financial, travel and health clients?

200

The ORDER SOURCE when creating a control group.

What is PHONE?

300

Payment code 'VI.'

What is a Visa card?

300

The Circulation Status that shows a customer is receiving their subscription.

What is R (Active)?

300

Another word for 'pub code.'

What is item number?

300

The Paradigm Press website.

What is paradigm.press?

300

The difference between TCC and ECC initials.

What is CTXXX and CEXXX?

400

Trans types I, B, and C together in Invoices & Payments.

What is a billing suspend?

400

The number of issues Advantage shows as a term length for ONE YEAR of Jim Rickard's Strategic Intelligence.

What is 12 issues?

400
A promo code is used for this.

What is marketing insight, pricing, etc.?

400

The name of TCC's CEO.

Who is Ro?

400
Your "control group screen" in Advantage.

What is Call Center Order Entry?

500

The button to sort Invoices & Payments by to see only UNPAID invoices in billing suspend.

What is 'Open A/R?'

500

The Issues to Go/Total Issues to Go when we have sent a renewal notice.

What is 2/2?

500

You can hover over this to get the refund policy.

What is 'credit policy code?'

500

The timeframe for credit card refunds to process.

What is 5-7 business days?

500

The first 2 steps to helping a customer reset their password.

What are...

1. Walk through website's Forgot Password

2. Email link directly to password reset

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