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Subscriber

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2 min readUpdated

Applications › Configuration

Subscriber

Overview

Use Subscriber records in Configuration to review subscriber information shown by Company, Sub domain, Plan, and Count. This view is intended for users who need to locate subscriber records, narrow the displayed results, and attach supporting files when required.

Workflow

  1. Review the Subscriber list and identify the record using the available columns: Company, Sub domain, Plan, and Count.

  2. If you need to narrow the list, enter the appropriate criteria in the available filter area and select Apply filter. Review the updated record count before continuing.

    Tip: Apply a filter before working with attachments to reduce the risk of associating documentation with the wrong subscriber record.

  3. If you need to add supporting documentation, select Attach. In the attachment area, select a file or drag it to or Drop a file here.

  4. When the file is ready, select Ok to complete the attachment action. If you do not want to continue, do not confirm the attachment.

  5. If you need to work with tickets, select Tickets from the Subscriber view.

Note: The Count column helps you review the number displayed for each subscriber record after filtering.

Examples

A sales manager needs to locate a subscriber record for a company on a specific subdomain and add a supporting document.

  1. In the Subscriber view, enter criteria that identify the company and subdomain, then select Apply filter.
  2. Review the filtered results by Company, Sub domain, and Plan.
  3. Select Attach and add a file named Subscriber_Plan_Review.pdf by dragging it to or Drop a file here.
  4. Select Ok to confirm the attachment.
  5. Review the Count value in the filtered list before leaving the view.

Tips

Tip: Use the Company and Sub domain information together when filtering, especially where similar plans are used across multiple subscriber records.

Warning: Confirm the filtered results before selecting Attach. Attachments should be added only after you have identified the intended subscriber record.

Troubleshooting

SymptomLikely causeFix
No records are shown after filtering.The filter criteria do not match the available subscriber records.Adjust the criteria and select Apply filter again.
A file has been selected or dropped but is not completed.The attachment action has not been confirmed.Select Ok after adding the file.
The displayed count is not what you expected.The current filter affects the records shown.Review the filter criteria, then select Apply filter after making changes.

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