Changes for page Search and User Detail

Last modified by steven@one-count_com on 2018/07/10 16:39
From version 6.1
edited by melanie@one-count_com
on 2016/11/10 16:52
Change comment: There is no comment for this version
To version 8.1
edited by melanie@one-count_com
on 2016/11/10 17:00
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -46,15 +46,16 @@
46 46  
47 47  When using Advanced Search, demographic options are **IS, IS NOT, CONTAINS, DOES NOT CONTAIN**.
48 48   **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".
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 +\\ **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.
52 52  
53 53  Note that for select-type questions, you select from a drop-down menu in the value field. (See below.)
54 54  
55 55  [[image:attach:media_1427227027671.png||align="center"]]
56 +\\
56 56  
57 -=== 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.**
58 58  
59 59  [[image:attach:media_1427209969585.png||align="center"]]
60 60  
... ... @@ -73,8 +73,8 @@
73 73  The User Detail window consists of:
74 74  
75 75  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.
76 - 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.
77 - 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:**
78 78  
79 79  * **Subscription Activity** - A full audit trail of all subscription activity
80 80  * **Demographic Activity** - A full audit trail of all demographic activity, including dates and detail of any demographic changes
... ... @@ -85,28 +85,33 @@
85 85  
86 86  Note that if a user is receiving newsletters, the user's e-deliverability status will be displayed below User Demographics.
87 87  
88 -=== Subscription Activity Tab ===
89 +**
90 +**
89 89  
92 +__**Subscription Activity Tab**__
93 +
90 90  [[image:attach:media_1427212378237.png||align="center"]]
91 91  
92 92  Subscription Activity displays a full audit trail of subscription activity on all products where there has been activity, including:
93 93   **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.
94 - **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.
95 - **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.
96 - **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.
97 - **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.
98 - **QTY** - This is the quantity as defined in the product terms.
99 - **PRICE** - This is the price as defined in product terms.
100 - **IP** - This is the IP address where the transaction occurred.
101 - **SOURCE CODE** - This is the source code applied to the transaction
102 - **SUBSCRIPTION STATUS** - This is the status of the subscription, i.e. New, Renew, Unsubscribe.
103 - **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.
104 - **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.
105 105  
106 106  Note the Expiration date in the upper right-hand corner of each product heading.
107 107  
108 -=== Demographic Activity Tab ===
112 +
109 109  
114 +__**Demographic Activity Tab**__
115 +
110 110  [[image:attach:media_1427221544128.png||align="center"]]
111 111  
112 112  A history of all demographic changes is displayed here.
... ... @@ -114,8 +114,10 @@
114 114  
115 115  [[image:attach:media_1427221617589.png||align="center"]]
116 116  
117 -=== Web Activity Tab ===
123 +
118 118  
125 +__**Web Activity Tab**__
126 +
119 119  [[image:attach:media_1427224057956.png||align="center"]]
120 120  
121 121  The X axis displays dates of page views.
... ... @@ -126,8 +126,10 @@
126 126  
127 127  [[image:attach:media_1427223944090.png||align="center"]]
128 128  
129 -=== Ad Activity Tab ===
137 +
130 130  
139 +__**Ad Activity Tab**__
140 +
131 131  [[image:attach:media_1427465452531.png||align="center"]]
132 132  
133 133  The X axis displays dates of banner views.
... ... @@ -138,8 +138,10 @@
138 138  
139 139  [[image:attach:media_1427465607798.png||align="center"]]
140 140  
141 -=== Newsletter Activity Tab ===
151 +
142 142  
153 +__**Newsletter Activity Tab**__
154 +
143 143  [[image:attach:media_1427465657575.png||align="center"]]
144 144  
145 145  === OPTIONS AND REFRESH ===
... ... @@ -148,8 +148,10 @@
148 148  
149 149  Options and Refresh are located in the upper right of the User Detail page, directly above User Products.
150 150  
151 -=== Select "Options" to edit demographic information or subscriptions. ===
163 +
152 152  
165 +**Select "Options" to edit demographic information or subscriptions.**
166 +
153 153  [[image:attach:media_1427225936824.png||align="center"]]
154 154  
155 155  Edit Demographics will open the Edit Demographics pop-up where you can add/edit any demographic information, click "Update" then "Close". (See Image 1 below.)
... ... @@ -164,10 +164,12 @@
164 164  
165 165  If a user is currently not subscribed to a product term, you can select Subscribe in the Subscription column.
166 166  
167 -=== Select "Refresh" to update User Detail after editing demographic and/or subscriptions data. ===
181 +
168 168  
183 +__**Select "Refresh" to update User Detail after editing demographic and/or subscriptions data.**__
169 169  
170 170  
186 +
171 171  {{id name="End ScreenSteps Content"/}}
172 172  {{/layout-cell}}
173 173  
Confluence.Code.ConfluencePageClass[0]
id
... ... @@ -1,1 +1,1 @@
1 -66065
1 +66068
url
... ... @@ -1,1 +1,1 @@
1 -https://info.onecount.net//wiki/spaces/OD/pages/66065/Search and User Detail (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66068/Search and User Detail (v12.x)