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Subscriptions

The Subscriptions tab displays all the subscriptions associated with a person, including both active and inactive subscriptions. It provides an overview of each subscription's status, start and end dates, product type, and other relevant details. This tab is crucial for tracking membership renewals and ensuring that members receive their entitled benefits and services.

Fields

Field NameDescriptionField Type
IDUnique identifier for the subscription.Integer
ProductThe product associated with the subscription (e.g., Membership - NP, Auto Renewal Discount).Text
StatusThe current status of the subscription (e.g., Active, Cancelled).Text
Issues PurchasedThe number of issues purchased under the subscription.Integer
Issues SentThe number of issues sent to the subscriber.Integer
Start DateThe date when the subscription started.Date
End DateThe date when the subscription ends.Date
Reason CancelledThe reason for cancellation, if applicable.Text
Referred ByThe person or entity that referred the subscriber.Text

Sub-Tabs

  • Purchases: Lists all purchases associated with the subscription.
  • Renewal: Contains details about auto-renewal settings and the associated standing order.
  • Comments: A rich text field used for notes and automated process logs related to the subscription.

Screenshots

Subscriptions Overview

Subscriptions Overview

Subscription Purchases Record

Subscription Purchases Record

Subscription Renewal

Subscription Renewal

Description of Sub-Tabs

Purchases Sub-Tab: Lists all purchases associated with the subscription. This includes the order details, the number of issues, and the start and end dates of each purchase.

Renewal Sub-Tab: Contains details about auto-renewal settings and the associated standing order. If auto-renew is enabled, the standing order that handles the renewal will be linked here.

Comments Sub-Tab: A rich text field used for notes and automated process logs related to the subscription. This can include information about changes to the subscription, issues sent, and other relevant details.