Viewing Customer Information

Customers often call to get information about their account; for example, the number of days left in their subscription or their balance. Customer Service associates also find this information useful when trying to solve a service or billing problem with a subscriber. This information is displayed on the tabs in the lower part of the window. Only the tabs relevant to a particular customer will be active. These tabs are described and discussed individually below.

Tab	Purpose
Subscription	View subscription information for a customer.
Address	View and maintain a customer’s address information.
Occupant	View and maintain a customer’s occupant information.
Contact	View and maintain phone numbers and e-mails, as well as communication and solicitation preferences.
Demographics	View occupant and address demographic questions and answers for this customer. Answers can also be entered here.
Financial	View adjustments to the subscription’s expire date and invoice activity for the subscriber.
Rate Chgs	View the subscriber’s rate history.
Rates	View the rate and rate terms for a subscription.
Miscellaneous	View tax authorities, tax impact, TM products, inserts delivered, recent transactions, communication history and authentication logins.
Transactions	View the transactions associated with a subscriber.
Rewards	Set up rewards programs, display rewards, and enter manual rewards adjustments.
Messages	Add and find customer messages.
Merchandise	View merchandise associated with a subscription.
Tasks	View tasks generated for individual subscribers and add manual tasks.
Subscriber Info	Display the address ID, occupant ID, and selected transaction ID for a subscriber.