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.
Find the subscriber for whom you want to enter the note.
Click the Notes button ().
Complete the fields described below and click OK.
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.
