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  • Welcome to Subscribe
    • Introduction to Subscribe
    • Subscribe Release Notes
      • 2025.1
      • 3.17.0 Major Release
        • 3.17.0.x Hotfixes
        • 3.17.1 Minor Release
          • 3.17.1.x Hotfixes
        • 3.17.2 Minor Release
      • 3.16.0
        • 3.16.0.X Hotfixes
        • 3.16.1 Minor Release
          • 3.16.1.X Hotfixes
        • 3.16.2 Minor Release
          • 3.16.2.X Hotfixes
        • 3.16.3 Minor Release
          • 3.16.3.x Hotfixes
      • 3.15.0 and 3.15+
      • 3.14 and 3.14+
      • 3.13.0 and 3.13+
      • 3.12
      • 3.11
      • 3.10
      • 2.X Releases
    • Coming Soon: What's On Your Way
    • NCS Circ Service Packs
      • 2018.5 Service Pack 1
      • 2018.5 Service Pack 2
      • 2018.5 Service Pack 3
      • 2018.5 Service Pack 4
      • 2020.2.0 Version
      • 2020.2.1 Version
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      • 2020.3.0 Version
      • 2020.4.0 Version
        • 2020.4.0 Version - Resolved Issues
        • 2020.4.0 - Enhancements
  • Naviga Applications and User Guides
    • Landing Application User Guide
      • Create a New User
      • Editing User Details
      • Exporting the Users
      • Password Settings
    • Solicitor Concierge User Guide
      • Solicitor Quickstart
      • Find your way around the Solicitor UI
      • Tutorials
        • Audit Trail
        • Configure available areas
        • Configure a sales product
        • Configure marketing text
        • Configure terms and conditions
        • Configure premiums
        • Configure an offer group
        • Configure an activation fee
        • Configure users, sales teams, and team members
          • Best practices for user accounts
          • Roles and permissions matrix
        • Import or Export Solicitor Data
        • Reference tables
    • CSR User Guide
      • Account information
      • Subscription Search
      • New Subscription Registration
      • Sending Invites
      • Create a new subscription
      • Digital Product Management
      • Disclaimer Management
      • Registration Management
      • NCS Only
        • Delivery Issues and Delivery Management
        • Billing and payment management
        • Address management
        • Update Solicitation Preference
        • Upgrades and downgrades management
        • Temporarily stop a subscription
        • Permanently stop a subscription
        • Create a vacation transfer
        • Redirect to classic portal
        • Restart a Subscription
      • Matrix Only
        • Billing and payment management
      • Show events and access events
    • Subscription Panel User Guide
      • Overview
      • Tutorials, how-tos, and reference documentation
        • Component Matrix
        • Create, edit, or remove component properties
          • Common properties quickstart
        • Create, edit, or delete a Presentation Template
        • Create, edit, delete, import or export Presentations
        • Preview a Presentation
        • Tutorials and Step-by-step guides
        • Reference documentation
          • Analytics
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    • CMS User Guide
      • Overview
      • Tutorials, how-tos
        • How to Create a New Page
        • How to Manage Attributes
        • How to Manage Benefits
        • How to Manage Rewards
        • How to Manage Content and Pages
        • How to Manage the FAQ Section
        • How to Manage Images
        • How to Manage Slideshows
        • How to Manage Navigation: Links, Menu, Footer
        • How to Manage Notifications
        • How to Manage Newspapers (Divisions) And Newspaper Groups
  • Subscribe Features
    • New Starts and Restarts
      • Active Subscription Check
      • New starts
        • Complimentary (free-of-charge) subscriptions
        • 'Day Pass' Subscriptions (NCS Circ)
        • Gift Subscriptions (NCS Circ)
        • Lite Subscriptions
        • Trial-with-Payment subscriptions (NCS Circ)
        • Country-Only-Start Subscriptions (NCS Circ)
        • Auth0 Email Verification
      • Occupant creation/update during a new start (NCS Circ)
      • PurchaseAPI and failed starts reprocessing
      • Restarts (NCS Circ)
      • Restarts (Matrix)
    • Payment features (NCS Circ)
      • Tip: One-time and Recurring (NCS Circ)
      • Activation fees (NCS Circ)
      • One-time payment and Auto-renew (NCS circ)
      • Apple Pay: NCS Circ, Payway & Braintree
      • Google Pay: NCS Circ, Payway / Braintree
      • Variable Pricing (NCS Circ)
    • Upgrades and Downgrades
    • Stop Saver (NCS Circ)
    • Multicurrency (Vindicia only)
      • Multicurrency set up user guide
    • Occupant data update
  • ADDITIONAL RESOURCES
    • Subscribe APIs
      • Newsletter Widget API
      • InApp API (External Payments)
      • Newstart InApp (Webhooks)
      • Subscription API
      • Entitlements API Reference
      • Firefly
    • Workflows
      • Make a Payment Workflow
      • Auto-renew Workflows
      • NCS Only
        • eBill Workflows
        • Vacation Transfer Workflow
        • Permanent Stop Workflow
        • Temporary Stop Workflow
        • Solicitation Preference Workflow
        • Delivery Issues Workflow
        • Address Management Workflow
        • Restarts
        • Subscription Purchase Workflows
      • Matrix Only
        • New Start (Matrix)
      • CircPro Only
        • New start Workflow
        • Complaints Workflow
        • Update Payment Information Workflow
        • Switch to Invoice Workflow
        • One Time Payment Workflow
        • Temporary Stop Workflow
      • New Start Flow
      • Move Flow
    • Videos & Webinars
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  • Prerequisites
  • Redirect to the classic portal

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  1. Naviga Applications and User Guides
  2. CSR User Guide
  3. NCS Only

Redirect to classic portal

For any features not yet supported in the CSR Portal, you can use the lookup classic portal button to navigate to the classic portal.

Prerequisites

Before you can redirect to the classic portal, complete the following prerequisites:

  1. Submit database names to Naviga for implementation.

  2. Reach out to Naviga Implementation Manager to get this implemented in your environment.

  3. Establish a reference between the classic portal and the CSR portal. Instructions for this task are below.

  4. Log into both instances before selecting the lookup classic portal button.

To establish a reference between the classic portal and the CSR portal:

  • Configure usernames and KeyID in all NCS Circ instances.

  • Add the CSR username to the Subscribe Portal.

  • Add the NCS KeyID to the CSR username in the Subscribe Portal:

    1. Select users in the CSR Portal.

    2. Select the pencil icon that corresponds to the desired username.

    3. Add the NCS KeyID in the key id field.

    4. Select save.

Redirect to the classic portal

The information displayed in this tab returns in real-time from our circulation databases. You must have NCS Circ 2018.5 or greater for current integration.

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Last updated 4 years ago

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The lookup classic portal button is located on any subscription search tab. Perform a , then select the button from the bottom of any tab.

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