Dashboard Operation

Issuing a refund
Refunds are a two step process. 1) Request 2) Approve / Process. Request: Find your user, and select accounts. Find the subscription you wish t...
Thu, 23 Jan, 2020 at 11:15 AM
Getting a payments reports
Reports > Sales > Payment Type  This report shows payments via the channel the payment was taken. You would be interested only in MCD/Visa pay...
Fri, 28 Feb, 2020 at 11:55 AM
Adding & finding a subscriber
After logging in onto your crm account you will need to locate the subscriber panel, which is found on the left hand panel tree. Click on it and then click ...
Fri, 28 Feb, 2020 at 11:43 AM
Adding a purchase to a subscriber
When you have a subscriber created or you wish to add a purchase to an existing subscriber, you will need to do this via the purchase option under the subsc...
Fri, 28 Feb, 2020 at 11:43 AM
Updating Account length
Somethings you need to update a subscribers subscription length or adjust it because they only want access for a certain range or may have suffered a delay ...
Fri, 28 Feb, 2020 at 11:43 AM
Creating and editing login details
When creating a new subscriber or editing an existing one, you will need to add login details. You can find the login panel as shown in the screenshot below...
Fri, 28 Feb, 2020 at 11:44 AM
Exporting reports
All export reports can be found under the exports tab on the left as shown in the screenshot below. The main reports you would need to worry about are All c...
Fri, 28 Feb, 2020 at 11:55 AM