> For the complete documentation index, see [llms.txt](https://docs.navigaglobal.com/naviga-subscribe/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.navigaglobal.com/naviga-subscribe/csr-user-guide/csr-introduction/general-account-information.md). # 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**. ![](/files/-MMc4Rf39uFVvvMpn_1K) ## 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](/naviga-subscribe/csr-user-guide/csr-introduction/ncs-only/update-billing-and-delivery-addresses.md). | Subscribe | | Delivery Address | Subscriber's delivery address. To edit addresses, check out this [how-to](/naviga-subscribe/csr-user-guide/csr-introduction/ncs-only/update-billing-and-delivery-addresses.md). | Subscribe | From the **account information** tab, you can also [update a subscriber's solicitation preferences](/naviga-subscribe/csr-user-guide/csr-introduction/ncs-only/update-solicitation-preference.md) with the **account update** button and [restart a subscription](/naviga-subscribe/csr-user-guide/csr-introduction/ncs-only/_in-progress_-restart-a-subscription.md) if it has been stopped. See also: [Update delivery and billing addresses](/naviga-subscribe/csr-user-guide/csr-introduction/ncs-only/delivery-issues.md), [Update solicitation preferences](/naviga-subscribe/csr-user-guide/csr-introduction/ncs-only/update-solicitation-preference.md), [Restart a subscription](/naviga-subscribe/csr-user-guide/csr-introduction.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.navigaglobal.com/naviga-subscribe/csr-user-guide/csr-introduction/general-account-information.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.