Changes for page Search and User Detail

Last modified by steven@one-count_com on 2018/07/10 16:39
From version 3.1
edited by melanie@one-count_com
on 2016/11/10 16:48
Change comment: There is no comment for this version
To version 7.1
edited by melanie@one-count_com
on 2016/11/10 16:59
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -1,9 +1,12 @@
1 +{{layout}}
2 +{{layout-section ac:type="two_right_sidebar"}}
3 +{{layout-cell}}
1 1  
2 2  
3 3  {{id name="Start ScreenSteps Content"/}}
4 - The search function allows you to locate and display individual user records.
7 + (% style="color: rgb(128,128,128);" %)//The search function allows you to locate and display individual user records.//
5 5  
6 -User Detail contains all transaction information relating to a record: demographic data and history; subscription data and history; and trends in web activity, ad activity, and newsletter activity.
9 +(% style="color: rgb(128,128,128);" %)//User Detail contains all transaction information relating to a record: demographic data and history; subscription data and history; and trends in web activity, ad activity, and newsletter activity.//
7 7  
8 8  === SEARCH ===
9 9  
... ... @@ -43,15 +43,16 @@
43 43  
44 44  When using Advanced Search, demographic options are **IS, IS NOT, CONTAINS, DOES NOT CONTAIN**.
45 45   **IS** = The results will only contain the EXACT value entered, e.g. entering "Last Name IS Mac" will produce results only with the last name "Mac".
46 - **IS NOT** = The results will contain all records EXCEPT those with the exact value entered, e.g. entering "Last Name IS NOT Mac" will return all records with any last name but "Mac".
47 - **CONTAINS** = The results will contain the value entered, e.g. entering "Last Name CONTAINS Mac" will produce results that may be McCor_**mac**//k, _**Mac**_k, _**Mac**_Gregor, Ca//**mac**_ho, etc.
48 - **DOES NOT CONTAIN** = The results will contain all records EXCEPT those that contain the value, e.g. entering "Last Name DOES NOT CONTAIN Mac" will return all records that do not have "mac" anywhere in the last name field. So, all records EXCEPT McCor_**mac**//k, _**Mac**_k, _**Mac**_Gregor, Ca//**mac**_ho, etc. will be returned in the search results.
49 +\\ **IS NOT** = The results will contain all records EXCEPT those with the exact value entered, e.g. entering "Last Name IS NOT Mac" will return all records with any last name but "Mac".
50 +\\ **CONTAINS** = The results will contain the value entered, e.g. entering "Last Name CONTAINS Mac" will produce results that may be McCor_**mac**//k, _**Mac**_k, _**Mac**_Gregor, Ca//**mac**_ho, etc.
51 +\\ **DOES NOT CONTAIN** = The results will contain all records EXCEPT those that contain the value, e.g. entering "Last Name DOES NOT CONTAIN Mac" will return all records that do not have "mac" anywhere in the last name field. So, all records EXCEPT McCor_**mac**//k, _**Mac**_k, _**Mac**_Gregor, Ca//**mac**_ho, etc. will be returned in the search results.
49 49  
50 50  Note that for select-type questions, you select from a drop-down menu in the value field. (See below.)
51 51  
52 52  [[image:attach:media_1427227027671.png||align="center"]]
56 +\\
53 53  
54 -=== When search results are returned, click on "Edit" to edit demographic information or on "View" to view User Detail. ===
58 +**When search results are returned, click on "Edit" to edit demographic information or on "View" to view User Detail.**
55 55  
56 56  [[image:attach:media_1427209969585.png||align="center"]]
57 57  
... ... @@ -70,8 +70,8 @@
70 70  The User Detail window consists of:
71 71  
72 72  1) **User Demographics** - Displays the most recent demographic information for the user. Clicking on "More Information" will expand User Demographics and display all current demographic data for additional questions/data fields.
73 - 2) **User Products** - Displays all products the user is currently subscribed to. Clicking on the magnifying glass will open a pop-up that displays detail about that product.
74 - 3) **Activity Tabs:**
77 +\\ 2) **User Products** - Displays all products the user is currently subscribed to. Clicking on the magnifying glass will open a pop-up that displays detail about that product.
78 +\\ 3) **Activity Tabs:**
75 75  
76 76  * **Subscription Activity** - A full audit trail of all subscription activity
77 77  * **Demographic Activity** - A full audit trail of all demographic activity, including dates and detail of any demographic changes
... ... @@ -82,28 +82,33 @@
82 82  
83 83  Note that if a user is receiving newsletters, the user's e-deliverability status will be displayed below User Demographics.
84 84  
85 -=== Subscription Activity Tab ===
89 +**
90 +**
86 86  
92 +__**Subscription Activity Tab**__
93 +
87 87  [[image:attach:media_1427212378237.png||align="center"]]
88 88  
89 89  Subscription Activity displays a full audit trail of subscription activity on all products where there has been activity, including:
90 90   **ID** - This is the transaction ID number. Clicking on this number will open a pop-up showing either the form completed for that transaction or data imported via an import.
91 - **TERM** - This is the product term that the activity is connected to. For more on products and terms, see Quick Start Guide - Products and Resources.
92 - **REQUESTED** - This is the request date. If a request date isn't set during an import, the request date will be the same as the transaction date. For online subscriptions via form, the request date will be the same as the transaction date.
93 - **TRANSACTION** - This is the date and time the transaction occurrs and is recorded in the ONEcount system, whether it be an import, administrative subscription/renew/unsubscribe, or online subscription/renewal/unsubscribe.
94 - **PRODUCT STATUS** - This is the Product Status assigned for a subscription/renewal/unsubscribe. Product Statuses are created in the INVENTORY module and attached to product terms.
95 - **QTY** - This is the quantity as defined in the product terms.
96 - **PRICE** - This is the price as defined in product terms.
97 - **IP** - This is the IP address where the transaction occurred.
98 - **SOURCE CODE** - This is the source code applied to the transaction
99 - **SUBSCRIPTION STATUS** - This is the status of the subscription, i.e. New, Renew, Unsubscribe.
100 - **MEDIA** - If there is a media file path associated with this record, it will appear here. Paths to media files may be included in imports. Those files are accessible here if there's a path in this column.
101 - **REMARKS** - The source of the transaction will appear here and indicate if the transaction occured because the USER SUBSCRIBED, USER RENEWED, was imported, etc.
98 +\\ **TERM** - This is the product term that the activity is connected to. For more on products and terms, see Quick Start Guide - Products and Resources.
99 +\\ **REQUESTED** - This is the request date. If a request date isn't set during an import, the request date will be the same as the transaction date. For online subscriptions via form, the request date will be the same as the transaction date.
100 +\\ **TRANSACTION** - This is the date and time the transaction occurrs and is recorded in the ONEcount system, whether it be an import, administrative subscription/renew/unsubscribe, or online subscription/renewal/unsubscribe.
101 +\\ **PRODUCT STATUS** - This is the Product Status assigned for a subscription/renewal/unsubscribe. Product Statuses are created in the INVENTORY module and attached to product terms.
102 +\\ **QTY** - This is the quantity as defined in the product terms.
103 +\\ **PRICE** - This is the price as defined in product terms.
104 +\\ **IP** - This is the IP address where the transaction occurred.
105 +\\ **SOURCE CODE** - This is the source code applied to the transaction
106 +\\ **SUBSCRIPTION STATUS** - This is the status of the subscription, i.e. New, Renew, Unsubscribe.
107 +\\ **MEDIA** - If there is a media file path associated with this record, it will appear here. Paths to media files may be included in imports. Those files are accessible here if there's a path in this column.
108 +\\ **REMARKS** - The source of the transaction will appear here and indicate if the transaction occured because the USER SUBSCRIBED, USER RENEWED, was imported, etc.
102 102  
103 103  Note the Expiration date in the upper right-hand corner of each product heading.
104 104  
105 -=== Demographic Activity Tab ===
112 +
106 106  
114 +__**Demographic Activity Tab**__
115 +
107 107  [[image:attach:media_1427221544128.png||align="center"]]
108 108  
109 109  A history of all demographic changes is displayed here.
... ... @@ -111,8 +111,10 @@
111 111  
112 112  [[image:attach:media_1427221617589.png||align="center"]]
113 113  
114 -=== Web Activity Tab ===
123 +
115 115  
125 +__**Web Activity Tab**__
126 +
116 116  [[image:attach:media_1427224057956.png||align="center"]]
117 117  
118 118  The X axis displays dates of page views.
... ... @@ -123,8 +123,10 @@
123 123  
124 124  [[image:attach:media_1427223944090.png||align="center"]]
125 125  
126 -=== Ad Activity Tab ===
137 +
127 127  
139 +__**Ad Activity Tab**__
140 +
128 128  [[image:attach:media_1427465452531.png||align="center"]]
129 129  
130 130  The X axis displays dates of banner views.
... ... @@ -135,8 +135,10 @@
135 135  
136 136  [[image:attach:media_1427465607798.png||align="center"]]
137 137  
138 -=== Newsletter Activity Tab ===
151 +
139 139  
153 +__**Newsletter Activity Tab**__
154 +
140 140  [[image:attach:media_1427465657575.png||align="center"]]
141 141  
142 142  === OPTIONS AND REFRESH ===
... ... @@ -161,8 +161,21 @@
161 161  
162 162  If a user is currently not subscribed to a product term, you can select Subscribe in the Subscription column.
163 163  
164 -=== Select "Refresh" to update User Detail after editing demographic and/or subscriptions data. ===
179 +
165 165  
181 +__Select "Refresh" to update User Detail after editing demographic and/or subscriptions data.__
166 166  
167 167  
184 +
168 168  {{id name="End ScreenSteps Content"/}}
186 +{{/layout-cell}}
187 +
188 +{{layout-cell}}
189 +**On this page**
190 +
191 +
192 +
193 +{{toc style="square"/}}
194 +{{/layout-cell}}
195 +{{/layout-section}}
196 +{{/layout}}
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -66059
1 +66066
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/66059/Search and User Detail (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66066/Search and User Detail (v12.x)