Account information

The Account Information tab displays information about the subscription/subscriber. From this tab, you can:

• view account details, personal details, addresses, and products

• update a subscriber's solicitation preference

• restart a stopped subscription

Navigation

To view subscription information, fill the appropriate search parameter fields, and select search.

1. Find the desired subscriber/subscription from search results.

2. Select the start call button of the desired subscription result.

   The application will prompt you to confirm the subscriber's email address.

3. Choose either no email, the subscriber's email, or add a new email address and select OK.

Account Information Definitions

These are the account information definitions. These values return in real-time, via API calls to either the circulation database or the Subscribe database. The Source column in the table below indicates the database that stores the information.

Account Details

Term	Definition	Source
Account #	Circulation number.	Subscribe
Subscriber #	Naviga Subscribe's subscriber ID.	Subscribe
Auto-renew	Indicates whether the subscription renews automatically, for example, if the subscriber qualifies for EZ Pay.	Subscribe
Subscriber Since	Date of when subscriber began service (MM-DD-YYYY).	Subscribe
Subscriber Stop Date	Date of when subscriber ended service (MM-DD-YYYY).	Subscribe
Client	Name of the publication.	Subscribe
Trial	Indicates whether the subscription is a trial. Options are either yes or no.	Subscribe
Subscriber Status	Status of the subscriber's subscription.	Circulation (Subscribe for Matrix Circ users)
Next Publishing Date	Date the next publication is released in circ (MM-DD-YYYY). Only applicable to NCS Circ.	Circulation
Copies Until Expiration	Amount of subscription copies that a subscriber is scheduled to receive. If digital, days left of digital access. Only applicable to NCS Circ.	Circulation
Billing Method	Method of payment collection. Office Pay means their bill is paid to the office. Carrier Collect means the carrier collects payment upon delivery. Paid Comp and UnPaid Comp are complimentary subscriptions. Third Party refers to gift subscriptions. Only applicable to NCS Circ.	Subscribe
Delivery Method	Method of publication delivery. Options: Route Mail Online Mixed Hybrid. Only applicable to NCS Circ.	Subscribe

Personal Details

Term	Definition	Source
Company Name	Subscriber’s company name. Note: Subscriptions can be for either a company or an individual. Depending on the subscription type, either Company Name or First Name and Last Name will display.	Subscribe
First Name	Subscriber's first name. Note: Subscriptions can be for either a company or an individual. Depending on the subscription type, either Company Name or First Name and Last Name will display.	Subscribe
Last Name	Subscriber's last name.	Subscribe
Subscriber Email	Email address upon starting a subscription. Note: This may or may not be the subscriber's registered email, which a subscriber uses to gain access to digital subscriptions.	Subscribe
Primary Phone	Subscriber's primary phone number.	Subscribe
HH Sub Level	Means Household Subscription Level and refers to a numeric value that is associated with a subscriber’s entitlement access. The numeric values are not fixed and the client determines them. However, 99 typically refers to no access and 1 typically to full access. This field is editable.	Subscribe

Products

Term	Definition	Source
Product ID	Product ID number.	Subscribe
Copies	Amount of copies of a given publication that a subscriber receives each delivery.	Subscribe
Product	Name of the subscription product. Note: this is not the name of the publication itself.	Subscribe
Service Code	Code that indicates the service type (e.g., 7Day refers to a seven-day delivery or SooooFS a Fri, Sat, Sun delivery).	Subscribe
Delivery Frequency	Frequency a subscriber receives a publication (e.g., a Wednesday and Friday delivery would be We Fr).	Subscribe
AddOn	Any additional services a subscriber receives (e.g., a digital edition in addition to a print subscription or an activation of a free product).	Subscribe

Addresses

Term	Definition	Source
Billing Address	Subscriber's billing address. To edit addresses, check out this how-to.	Subscribe
Delivery Address	Subscriber's delivery address. To edit addresses, check out this how-to.	Subscribe

From the account information tab, you can also update a subscriber's solicitation preferences with the account update button and restart a subscription if it has been stopped.

See also: Update delivery and billing addresses, Update solicitation preferences, Restart a subscription