Documentation: Subscriptions

Selecting Subscriptions on the Projects Menu displays the Subscriptions screen, illustrated below, which shows a list of all of your Customer Subscriptions. Each line on the Subscriptions list shows the Subscription’s Name, Customer, Date Start, Date End, Status and Next Assessment details. Follow the Steps below to work with the Subscriptions screen.

 

  1. Enter a Subscription Code in the Subscription Code text field and click  to quickly locate a particular Subscription and display it on the Subscriptions list or click  to clear a Filter that is in place to re-display all existing Subscriptions.
  2. Click  or  to export Subscription information as either a CSV or XLS file.
  3. Click a Name link on the Subscriptions list to edit an existing Subscription’s information. Please refer to the Editing a Subscription section of the document for details on editing an existing Subscription.
  4. Click a Customer link for a line on the Subscriptions list to display the Edit Customer screen for the Customer associated with that Subscription. Please refer to the Editing a Customer section of the document for details on editing Customer information.

 

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