Show:
Circulation Status Meanings
Advantage Areas
Circulation & Billing Status - Normal or Not?
Tradestops in Adv
CS Actions
100
What does C status mean?
Customer Request Cancel
100
Where do you add new customers?
Customers Area
100
Circulation:R (Active) Billing: P (Paid)
Yes Normal
100
What is your "parent" publication. What does parent publication mean?
TDS. The pub that holds the $
100
Where can you see the Member Category of the membership?
In the subscriptions area, under the subscription information tab. In Promotions area you will see Member Cat. Also, in Memberships area. You will see Member cat on the bottom half of the screen.
200
What does B status mean?
Billing Suspend
200
Where do you add a control group?
Fast Entry/Order Entry/Control Groups
200
Circulation: C (Customer Request Cancelation) Billing: M (Credit Memo)
Yes. Normal
200
What is the name of your baby publication? What does baby pub mean?
TDA. Publications included in the membership
200
How do you pay off a MF?
Two options: 1. Subscription A/R. Pay off open invoice. 2. Invoices/Payments. Pay off open invoice.
300
What does S status mean?
Indefinite Suspension
300
Where can you see all transactions that have happened on the customers account?
Invoices/Payments Area
300
DAILY DOUBLE!!! Who's your favorite trainer???
.... I hope you got this right!
300
What is the member category for your lifetime?
T1
300
How do you put a customer on automatic renewal?
Go to subscriptions. Select MF. Do mod ARN
400
What does R status mean?
Regular Receiving/ Active
400
Where should changes to Maintenance Fee pubs be handled? Bonus: What is your MF pub?
The Subscriptions area. Bonus: TSM
400
Circulation: P (Perpetual) Billing: C (Comp)
Yes. Bonus: What pub of yours will this occur on?
400
What is your maintenance fee publication. What does this mean?
TSM. This is where lifetime members will hold their yearly maintenance fee charge.
400
When is it better to suspend than cancel?
When the customer is outside the credit policy of a lifetime and won't get a refund so we suspend so the customer can reset the suspension at anytime
500
What does N status mean?
Non-pay cancel
500
What is the purpose of a control group?
To hold your orders & mods together. To batch orders, to identify the person who made the change
500
Circulation: C (Customer Request Cancelation) Billing: P (Paid)
NO. Not normal
500
What are your Member Categories? And what do they mean?
T1 (Lifetime); ST (Basic); SC (Pro)
500
How do you change a customers service from one category to another?
Change Member Level. Bonus: What is the abbreviation for this: CML