Reference tables

Goal and overview

This article explores the Reference Tables menu in the Solicitor Dashboard. The Reference Tables menu displays information about the following categories:

• Coding

• Household Levels

• Sales platforms

• Service Types

• Billing plans

Besides the coding category, the information in the following categories comes from the Subscribe database and is populated in Solicitor with the sync button.

Reference tables

Coding

Use this section to view Multi-use (multiuse) and One-time-use (onetimeuse) codes.

The reference table will give you the name and type of code. Multi-use codes are customer coupon codes that can be used multiple times by different customers. Use them to allow customer's access to special offers. One-time-use codes are customer coupon codes that can be used a single time to give customers access to special offers.

Select the collapsed menu icon at the end of the line to view which Offer Groups are currently using the code. You can search and filter codes with the search and status fields.

You can create new codes from the Offer Groups menu.

Household levels

Use this section to view all house hold levels, their code, and it's active/inactive status.

Sales platforms

Use this section to view all created sales platforms.

Service types

Use this section to view all listed service types. Their name, description, short name, days of week, and active/inactive status display. Select the collapsed menu icon at the end of the line to view further details.

Billing plans

Use this section to view all listed billing plans. Note: the preconfigured billing plan is always named default with a billing period of 1.