Notes

The purpose of this option is to enter subscription-related notes to record information about a subscription and/or transaction.

Subscription notes should be subscription/transaction related, such as “third subscription at introductory rate”. In order to enter a subscription note, the customer in question must be a subscriber or former subscriber. These notes are not printed on bundle tops, the DM report, or any other document.

To enter a subscription note:

• Find the subscriber for whom you want to enter the note.

• Click the Notes button ().

• Complete the fields described below and click OK.

Field	Type	What to enter
PRODUCT	setup	Enter the publication of the subscription to which this note applies.
TRANSACTION DATE	date	Enter the date for this note.
REMARKS	unlimited	Enter the content of the note.
SOURCE	setup	Select the source code for this transaction.
REASON	setup	Select the reason code for this transaction.
PERMANENT	yes/no	Indicate if this note should be flagged as permanent.