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As a customer service agent, you can log a note to record an interaction with a subscriber using the Subscribe Merchant Portal.
  • **Use Case Number:**2-5-09
  • **Completed By:**Customer Service Agent
  • Estimated Completion Time:<1 day
Notes added by customer service agents are displayed in the Activity History pane of the Account detail page. Activity History also includes activity automatically added by Subscribe such as payments and email notifications. To learn more about Activity History, see Activity History in the Subscribe Merchant Portal User Guide. Use the following steps to generate a note in the Subscribe Portal.
  1. Search for the relevant account in the Portal.
  2. In the Activity History pane, click theAdd Note button.
  3. Type in the desired note in the Add Note dialog box. The note can contain up to 4000 characters of text.
  4. Click Update in the Actions panel.
The note is recorded in Subscribe as an Activity record and is displayed on the Account detail page. Parent topic:Customer Care