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Subscriber Status Update by Date Range

This utility allows changes to the Subscriber Status of any Account not paid within specified date range.

Subscription Maintenance

The maintenance of the Subscription Module is important. Subscription Status does not automatically update, so users must update it manually. 

This Maintenance Actions changes the Subscriber Status to a Non-Subscriber Status.

The Date Range Update Action works on the Expiration Date Field of the Dues History of each subscriber. Processing allows users to change the Subscription Status of any subscriber who has now paid by the date entered in the prompting to Non-Subscriber.

Note: This Maintenance Action best ensures the change of Subscription Status.

Follow these steps to complete this Maintenance Action:

  1.  Go to Action – Maintenance – Expiration Date Range Update of Payment Status.
  2. Enter a date based on the Expiration Dates of the Subscription Drive involved in the Enter Date Range Prompt: Click OK.
  3. On the following prompt, click the appropriate Payment Status. Typically this is to change the Subscribers to Non-Subscriber, so click the Non-Subscriber

Note: This prompt establishes the Payment Status of any subscriber that does not have a payment for the current Subscription Drive.

  1. The next prompt can include those accounts where payments are entered as Dues. Click Yes to also change the status of accounts with no Dues within the date range.
  2. Click Yes on the warning. This process updates the Subscriber Status on all accounts/subscriptions that have Expiration Dates equal or before the entered date, and do not have a payment for the associated Subscription Drive timeframe.
  3. A prompt shows the number of updated subscriptions.

After the Maintenance is Processed

At the end of action, users will see the number of updated subscribers.

Because dates are involved, data must exist in the appropriate Date Field, and users often erroneously input incorrect dates, users must verify that the adjusted numbers seem to be correct. If the numbers are not close, run the Maintenance again. If questions/concerns arise, please call Customer Support at 1-800-726-4362.