Bills, Bills, Can You Pay My Bills?
The screen where you look up a charge.
What is Invoices & Payments?
The screen you go to that shows what subscriptions a customer has.
What is Customer Activity?
The pub code of Alpha Investor.
What is CMZ?
The internal name for a message to a specialist.
What is a task?
The other name for B-Stat.
What is a billing suspend?
The two Trans Type letter codes that represent a paid subscription in Invoices & Payments.
What are I & P?
The Renewal Policy that indicates the customer has autorenewal.
What is renewal policy C?
The screen where we can post an order.
What is Call Center Order Entry?
The 3 types of clients TCC/ECC serve.
What are financial, travel and health clients?
The Order Source when creating a control group.
What is PHONE?
Payment code 'VI.'
What is a Visa card?
The Circulation Status that shows a customer is receiving their subscription.
What is R (Active)?
Another word for 'pub code.'
What is item number?
The difference between TCC/ECC/PCC initials.
What is CTXXX/CEXXX/CPXXX?
Trans types I, B, and C together in Invoices & Payments.
What is a billing suspend?
The number of issues Advantage shows that Strategic Fortunes has in 1 year.
What is 24 issues?
How you can tell what subscription a promo code is for.
What are the 3 letters after the first is the pub code, e.g. ECMZ...?
The affiliated company that's not called Banyan Hill.
What is Money and Markets?
The billing orgs of Banyan Hill.
What are 190-19F?
The button to sort Invoices & Payments by to see only unpaid invoices.
What is 'Open A/R?'
The Issues to Go/Total Issues to Go when we have sent a renewal notice.
What is 2/2?
You can hover over this to get the refund policy.
What is 'credit policy code?'
The timeframe for domestic check orders to process.
What is 4-6 weeks?
The 3 steps to help a customer reset their password.
What are...
1. Walk through website's Forgot Password
2. Send link directly to password reset
3. Send a Magic Link