Difference between revisions of "Drycleaning & Laundry Institute (DLI)"

Revision as of 20:49, 6 April 2017

Website can be found at http://dlionline.org/

Terms

Anniversary Date 

A date entered into the membership account that includes the month and day when the membership joined, and the next upcoming year when that date will be celebrated.

Anniversary Date Event 

An event triggered by the payment of a membership invoice once a year, based on the Anniversary date.

Free Services 

A Free service is similar to a coupon, allowing an account to purchase a limited number of certain items (or items in certain item categories) in the future at no charge. When a DLI member joins, their membership may include a Free Services, depending on the membership type they join.

Free Services (data) 

The Free services currently available to an account. On the Anniversary Event, Free Services are renewed from Free Service Rules.

Free Service Rules (data) 

A list of the Free Services granted by Membership type when an account joins, and on their anniversary event.

Roles

Howto

How to download the Membership Report

The membership report is a download in csv format for all accounts and account primary/billing contacts. To get a copy of the current data, go to custom reports, check Membership Report (most current version), and click the Request Download button.

Adding New Members to Bulk Membership Accounts

To add new members to bulk membership accounts, such as the Australian, Ontario or Alberta Association accounts, you must add a contact person, organization and account for the new member.

Adding a Contact

To add a contact, follow the steps below:

1. Login and click on ADMIN.
2. Click on MANAGE USERS and then PEOPLE.
3. Click on ADD to open a new user record.
4. Enter all contact information in the DETAILS tab. (Note: You will select the organization in a later step.)
5. In the GROUPS tab click on ECOMMERCE CONTACTS and DLI MEMBERS.
6. Click OK to save the new record.

Adding an Organization

To add an organization, follow the steps below:

1. Login and click on ADMIN.
2. Click on MANAGE USERS and then ORGANIZATIONS.
3. Click on ADD to open a new organization record.
4. Enter all contact information in the DETAILS tab.
5. Click OK to save the new record.
6. Go back to the USER record and select this organization in the DETAILS tab for the person associated with this organization.

Adding an Account

To add an account, follow the steps below:

1. Login and click on ADMIN.
2. Click on MANAGE ADD-ONS, ECOMMERCE and then ACCOUNTS.
3. Click on ADD to open a new account record.
4. Enter a Name for the Account.
5. Select the CONTACTS from the drop down menus in the CONTACTS tab.
6. In the MEMBERSHIP tab, choose one of the bulk membership types, such as Australian Association SubAccount.
7. Choose ACTIVE as membership status.
8. Enter a JOIN and EXPIRATION date.
9. Click OK to save the new record. The record ID will be the login for the account.

Setting Up Membership Types

To add or edit DLI Membership types, login and click on ADMIN.

Next, click on MANAGE ADD-ONS, DLI MEMBERHSIP APPLICATION, and then MEMBERSHIP TYPES.

You will then see a list of all membership types currently in the system. Click the paper/pencil icon next to one if you want to edit it, or click ADD to add a new type.

In the DETAILS tab, you will name the membership type, specify the maximum numbers of organization and individuals for that type, and check the "Use in JSA Reports" field if appropriate. For the US Cleaners, you will also enter something in the MEMBERSHIP TYPE GROUPING field (such as US Cleaner - Gold). This is used on the join form to include both the yearly and monthly options for each US Cleaner type as options. Make sure that the text entered for the monthly and annual memberships are EXACTLY the same for this field.

In the MEMBERSHIP tab you will LEAVE THE GROUP FIELD BLANK because ALL MEMBERSHIP TYPES are added to the DLI MEMBERS GROUP when they join. You will also choose the DURATION TYPE (periodic or annual), the duration of membership (number of days or months), specify whether or not to renew upon expiration and the renewal price.

In the PRICING tab you will put the regular price for the membership type.

In the FULFILLMENT tab you will specify whether or not a notification email will be sent when this membership type is purchased and you can specify the group that will be notified.

In the PURCHASE tab, you can set up invoice and receipt messages.

Click OK when you are done adding or editing the Membership Type.

Setting up Membership Categories for the Join Form

To make sure the correct membership type choices show up in the correct place on the join form, you need membership types set up by category. On the first page of the join form are four choices US, Foreign, Allied Trade and Other. To change how membership types show up on the join form or to add new types, login and click ADMIN. Next, click MANAGE ADD-ONS, DLI MEMBERSHIP APPLICATION, and then DLI MEMBERSHIP CATEGORIES. Click the paper/pencil icon next to the name of the category you want to change, or click ADD to add a new category.

In the DETAILS tab you will name the category, choose a parent membership category if any, and the default selection for this category.

For example, for the US DRYCLEANER category, there is NO Parent, and the default selection is US CLEANER - SILVER: ANNUALLY and for the GOLD category, the PARENT is US DRYCLEANER and the default selection on the join form is US CLEANER - GOLD: ANNUALLY.

Click OK to save your changes.

Editing Prices in Drop Down of Bottom Bar on US Cleaners Pricing Options Page, https://www.dlionline.org/index.php?bid=291

1. Login and click ADMIN, MANAGE ADD-ONS, ADVANCED
2. Search for add-on "getDLIMembershipFormBottomBar"
3. Click the paper/pencil icon next to the add-on.
4. In the Details tab, click into the HTML Content field and edit the prices.
5. Click OK to save changes.

Editing Prices in the Content Tables on page, https://www.dlionline.org/index.php?bid=291

1. Login and click ADMIN, MANAGE DESIGN, LAYOUTS
2. Search for "DLI Membership Application - Membership Sub Types Form"
3. Click the paper/pencil icon next to the layout to edit.
4. In the Details tab, click into the Layout field and edit the prices.
5. Click OK to save changes.

Editing Prices in Drop Down of Bottom Bar on US Cleaners Pricing Options Page, http://www.dlionline.org/join

1. Login and click ADMIN, MANAGE DESIGN, TEMPLATES
2. Search for "DLI Membership Types with Bottom Bar Default"
3. Click the paper/pencil icon next to the template to edit.
4. In the Body field editor, click "<>" to view the code, un-check the box for "Wrap Text", then find and edit the prices.
5. Click OK to save changes.

Editing Prices in the Content Tables on page, http://www.dlionline.org/join

1. Login and click ADMIN, MANAGE CONTENT, PAGES
2. Search for "US Cleaners Structure"
3. Click the paper/pencil icon next to page to edit.
4. In the Details tab, click into the Copy Content field and edit the prices.
5. Click OK to save changes.

Adding & Editing DLI Keys

To add or edit a DLI Key for an account:

1. Login and click on ADMIN.
2. Click on MANAGE ADD-ONS, DLI and DLI KEYS.
3. You will see a list of all accounts and their DLI KEY.
4. To edit a current record, click on the paper/pencil icon next to the record, or click the ADD button to add a new record.
5. In the NAME field, type the DLI KEY (digits they should use to login to the system).
6. Select the ACCOUNT from the drop down in that field for new records.
7. Click OK to save changes.

JSA Reports

To see the JSA report for the JSA managed:

The user needs to be in the group for the specific JSA.

To edit these groups or add new ones, login and go to ADMIN.
Click on MANAGE ADD-ONS, then DLI JSA REPORTING, then JSAs.
Here you will enter the name of the JSA, and choose the group to associate to it.

To add an account to a JSA:

For a state to be included in a JSA, edit the state and select the JSA from the selector. This state's abbreviation must be set correctly.

A membership account is included in a JSA if any of its organizations have a state set to the state abbreviation noted above.

For a Membership Type to be included, it must have the checkbox "Include in JSA" checked. To get to the Membership Types, login and click on ADMIN. Click on MANAGE ADD-ONS, MEMBERSHIP MANAGER, and then MEMBERSHIP TYPES. Open the record and click on the checkbox in USE IN JSA REPORTS. Click OK to save changes.

Membership Manager Application Notes for DLI

Accounts

The accounts table holds a list of accounts that have an ecommerce relationship to DLI. All transactions occur through these accounts.

When an individual makes a purchase online, through the ecommerce cart, join form, meeting manager, etc. the purchase uses their account and is recorded in the account. A user’s account is set in their people record in the billing tab. (Login and go to ADMIN, MANAGE USERS, PEOPLE. Find the record you want and click on the paper/pencil icon next to it. Click on the BILLING tab and you will see a drop down list of all ACCOUNTS. Select the appropriate account and click OK to save changes.)

Account Charge Methods

When an order is charged to an account, it is charged using the Charge method selected for the account. (To change the ACCOUNT CHARGE METHOD, Login and go to ADMIN, MANAGE ADD-ONS, INVOICE MANAGER. Find the account you want and click on the name. In the CHARGE METHOD field you will see a drop down list of all charge methods. Select the appropriate method and click OK to save changes.)

• No Payment Necessary-All invoices charged to this account are given a $0 amount.
• On-Demand-The account has no billing terms. All orders must be paid immediately.
• Bill and Fulfill on Payment-The account can be billed, but fulfillment does not occur until payment.
• Bill and Fulfill Now-The account can be billed, and is fulfilled on billing regardless of payment.

Orders

Any purchase through the ecommerce system creates an order. When an order is Complete, it is ready to be paid and/or fulfilled.

Recurring Purchases

There are records that create periodic invoices and charge them to an account. (To add or modify a RECURRING PURCHASE, Login and go to ADMIN, MANAGE ADD-ONS, INVOICE MANAGER. Find the account you want and click on the name. Next, click on the RECURRING PURCHASES tab. Click ADD or DELETE to make the necessary change and click OK to save the modification.)

Membership Accounts

With the Membership Manager installed, an account becomes a membership account if it has a valid Membership Type selected. An active membership account grants website membership privileges to users by adding and removing them from a membership group. The membership group is set in the membership type record. (To add or modify a MEMBERSHIP TYPE, Login and go to ADMIN, MANAGE ADD-ONS, MEMBERSHIP MANAGER and then MEMBERSHIP TYPES. Find the type you want and click on the name. Next, click on the MEMBERSHIP tab. Here you can select the group to add this membership type to, the duration, the expiration period and the renewal price. Click OK to save the changes.)

Individuals and/or organizations can be added to a membership account. When an organization is added to a membership account, any user set to the organization is eligible for membership. (To add an organization, Login and go to ADMIN, MANAGE ADD-ONS, MEMBERSHIP MANAGER. Find the account you want and click on the name. Next, click on the ORGANIZATIONS tab. Click ADD to add a new organization and check the box next to the organization and then click REMOVE FROM ACCOUNT to delete the person or organization. Click OK to save the modification. To add people to a specific account, Login and go to ADMIN, MANAGE USERS, PEOPLE. Click the paper/pencil icon next to the person you want to add. Select the ORGANIZATION for the account you want the person added to. Click OK to save changes. Now the person should appear in the PEOPLE tab when you click on ADMIN, MANAGE ADD-ONS, MEMBERSHIP MANAGER.)

Resetting Anniversary Dates and Fulfilling Membership Kits

When a user has an anniversary date on or before the first date of the billing period of a paid bill, then it triggers the anniversary event process to add the account to the fulfillment kit report and the addition of free items based on membership type. If the anniversary date for the user is after the first date of the current billing period, then the anniversary date does not change and the account is not added to the fulfillment kit report.

Adding Free Services By Membership Type When Joining DLI

In order to add FREE services based on DLI membership type, follow the steps below:

1. Login and click on ADMIN.
2. Click on MANAGE ADD-ONS, ECOMMERCE and then ITEM CATEGORIES.
3. Click ADD to add a new item category and enter the category name, such as Technical Advice & Analysis, Profit Programs, Marketing & Outreach or Education & Certification. Click OK to save.
4. Click on ITEMS (under ECOMMERCE) and then ADD, or click on the paper/pencil icon next to an item to edit it. Next add the NAME of the item. Then click the CATALOG tab to select the correct ITEM CATEGORY. Finally, click the PRICING tab to enter the regular price when the item is not offered for free.
5. To set up the item as FREE for a certain membership type, click on MANAGE ADD-ONS, DLI MEMBERSHIP APPLICATION and then FREE SERVICE RULES. Click ADD.
6. When the record opens, enter a name for the rule such as SILVER ANNUAL-GARMENT ANALYSIS. Next select the MEMBERSHIP TYPE and ITEM from the drop down. Then you will either click the box next to INCLUDED if it is always free for the membership type, or you will enter a number in the QUANTITY field if the member only gets a limited number of this item type. If the MEMBERSHIP TYPE gets a certain number of items from a CATEGORY, rather than just a certain number of one specific item, you will select the category from the CATEGORY drop down instead of selecting something from the ITEM drop down. NOTE: If INCLUDED is checked, the quantity field will be ignored and the item will ALWAYS be free for this membership type.
7. Click OK to save changes.

NOTE: The chart of free services on the /membership-information page under US Drycleaners is set in the layout record DLI MEMBERSHIP APPLICATION - MEMBERSHIP SUB TYPES FORM.
To get to this record, login and click ADMIN, MANAGE DESIGN, LAYOUTS. Find the layout titled MEMBERSHIP SUB TYPES FORM. Click on the paper pencil icon to open it, make changes and click SAVE.

Cleaners Care

The Cleaners Care add-on enables DLI to provide a place for DLI members to promote the charities they support. This feature will be dropped on a password protected page.

ADDING THE CLEANERS CARE FEATURES TO THE DLI WEBSITE

To add the Cleaners Care Submit Form, go to a page on the website that requires login to access. Login and add a new page, or you can place it on an existing page in the secure portion of the website. Click on EDIT. Next, name the page, type in a HEADLINE if you want one and type any text you want above the form. Then put your cursor in the COPY box where you want the form to appear and click on ADD-ONS from the menu. Select the CLEANERS CARE SUBMIT FORM from the menu and click OK to save changes. When you return to the page you will see a form displayed which includes fields for Cleaner Name, Street Address, City, Stat, Phone, Web and Charity Name.

When a cleaner logs in, fills out this form and hits SUBMIT, they are added to the Cleaners Care list. The cleaner will enter all required information and then hit SUBMIT or ADD ANOTHER CHARITY if they want to list additional charities. When this form is submitted, the cleaner will receive a system email to thank him for submitting the information, and an administrator at DLI will receive notification that a new form has been submitted.

To add the Cleaners Care Widget, which is a subset of the complete list of Cleaners Care participants, go to a page or create a new page on the website that does not require login. Make sure you name the page and put in a HEADLINE if it is a new page. Then go to the copy block and enter any text you want above the widget. Then put your cursor where you want the Cleaners Care list to appear and click on ADD-ONS in the menu and select CLEANERS CARE WIDGET. Click OK to save the page. When you are done, you will see the following list on the page:

To change the number of cleaners that appear on this list, go to the page, login and click ADVANCED EDIT. Then click on the WRENCH in the ADVANCED EDIT menu. You will see the screen below. In NUMBER OF ROWS type in the number of charities that you want to display on this page. Click UPDATE when you are done. The charities are displayed randomly and change each time the list is displayed.

To add the full Cleaners Care list, which is accessed by clicking on SEE FULL LIST OF CLEANER'S CARE from the widget, go to a page that does not require login or add a new page. Make sure you name the page and put in a HEADLINE if it is a new page. Then go to the copy block and enter any text you want above the list. Then put your cursor where you want the Cleaners Care list to appear and click on ADD-ONS in the menu and select CLEANERS CARE LIST. Click OK to save the page. When you are done, you will see the following list on the page:

SYSTEM EMAILS IN RESPONSE TO CLEANERS CARE SUBMISSIONS

To set up the system emails, login and click on ADMIN. Go to MANAGE EMAIL and then SYSTEM EMAIL.

The email that is automatically sent to the cleaner is named "Cleaners Care Submit Auto Responder". Click on the paper/pencil icon next to this email to set it up with the correct SUBJECT LINE, FROM ADDRESS, BODY copy, and SEND CONFIRMATION TO (this is the person at DLI that is notified of this email).

In addition, an email is sent to an administrator at DLI, named "Cleaners Care Submit Notification". Click on the paper/pencil icon next to this email to set it up with the correct SUBJECT LINE, FROM ADDRESS, and SEND CONFIRMATION TO (the person at DLI that should be notified). This email provides instructions on how to approve or delete the submission by the cleaner. If you want to notify multiple people at DLI, you can create a GROUP and send the email to the group by clicking on the SEND TO GROUPS tab and checking the appropriate group.

APPROVING OR DELETING CLEANERS CARE SUBMISSSIONS

Once you get an email notifying you of a new Cleaners Care submission, you will take the following steps to approve the submission for inclusion in the Cleaner Care list. Login and click on ADMIN. Next, click on MANAGE ADD-ONS, DLI CLEANERS CARE, and then CLEANERS CARE. You will see a list of all cleaners who have submitted the Cleaners Care form. In order for the cleaner to show in the Cleaners Care list, you should click on the paper/pencil icon next to the new submission to open the record. Scroll to the bottom of the screen and click on the box in the APPROVED field to check it. Click OK to save changes. If you want to remove a cleaner from the Cleaners Care list, open the record and uncheck the box in the APPROVED field. Click OK to save changes and the cleaner will no long appear in the Cleaners Care list.

Hanger Recycling Participants

The Hanger Recycling Participants add-on enables DLI to provide a place for DLI to highlight cleaners who participate in this program.

ADDING THE HANGER RECYCLING FEATURES TO THE DLI WEBSITE

To add the Hanger Recycling Participants add-on go to a page or create a new page on the website that does not require login. Make sure you name the page and put in a HEADLINE if it is a new page. Then go to the copy block and enter any text or images you want above the add-on. Then put your cursor where you want the Hanger Recycling Participants list to appear and click on ADD-ONS in the menu and select HangerRecyclingParticipants. Click OK to save the page. When you are done, you will see the list of cleaners in the Hanger Recycling Participants table, sorted and listed by state, with the international cleaners at the end of the list.

ADDING, EDITING OR DELETING HANGER RECYCLING PARTICIPANTS

You will take the following steps to add, edit or delete cleaners in the Hanger Recycling Participants list. Login and click on ADMIN. Next, click on MANAGE ADD-ONS, DLI CLEANERS CARE, and then HANGER RECYCLING PARTICIPANTS. You will see a list of all cleaners who are currently on the list. In order edit a cleaner, you should click on the paper/pencil icon next to the cleaner to open the record. Here you can change the name, active status, address line 1 (street address), address line 2 (city, state, zip), state category (select this to make the cleaner appear under the correct state in the list; if it is blank the cleaner will be listed as International), phone and website. Click OK to save changes. If you want to remove a cleaner from the Cleaners Care list, open the record and uncheck the box in the ACTIVE field. Click OK to save changes and the cleaner will no long appear in the Hanger Recycling Participants list.

DLI Exam Registration

The DLI Exam Registration enables both members (defined as someone in the DLI Members group) and non-members to register for various exams offered by DLI, including:

• Professional Drycleaner Certification Examination
• Professional Wetcleaner Certification Examination
• Environmental Drycleaner Certification Examination
• Professional Drycleaner Recertification Examination
• Professional Wetcleaner Recertification Examination
• Environmental Drycleaner Recertification Examination

To place the Exam Registration on a web page, go to the page, login and click edit. While editing the page, put your cursor in the copy box and select ONLINE EXAM REGISTRATION FORM from the Add-On drop down menu. Click OK to save changes.

Adding/Editing Exams Offered
If you want to add or change the exams offered or the pricing of exams, login and click on ADMIN. Next click on MANAGE ADD-ONS, DLI EXAM REGISTRATION and then ONLINE EXAMS. You will see a list of all exams currently available. To add a new exam click ADD or to modify an existing exam record, click on the paper/pencil icon next to the exam.

In the record you can change the exam name, the member price, the non-member price and the alpha sort order (which specifies where in the list the exam should appear). You can also choose to make the exam ACTIVE or INACTIVE. If you make the exam inactive, it will not show up as a selection when a user is registering.

Adding/Editing Solvent Types
If you want to add or change the solvent types listed, login and click on ADMIN. Next click on MANAGE ADD-ONS, DLI EXAM REGISTRATION and then SOLVENT TYPES. You will see a list of all solvents currently available. To add a new solvent click ADD or to modify an existing solvent record, click on the paper/pencil icon next to the exam.

In the record you can change the solvent name. You can also choose to make the solvent ACTIVE or INACTIVE. If you make the solvent inactive, it will not show up as a selection when a user is registering.

Accessing Information on Completed Registrations
To view records of completed registrations, login and click on ADMIN. Next click on MANAGE ADD-ONS, DLI EXAM REGISTRATION and then ONLINE EXAM REGISTRATIONS. Here you can click on any record to find details on contact information, exams selected, price charged and payment details.

NOTE: The only fields saved to the PEOPLE record are NAME and EMAIL ADDRESS.

Managing Thank You and Notification Emails
When a user registers for an exam, they will receive a Thank You email and DLI will be notified via a notification email. These emails are available for edit by logging in and clicking on ADMIN. Next click MANAGE EMAIL, SYSTEM EMAIL and you will see the Thank You email, which is named "Online Exam Registration Auto Responder" and the Notification email, which is named "Online Exam Registration Notification". For the notification email, you can specify one person that should receive it by selecting a name from the drop down in the "Send Notification To" field, or you can choose to send it to multiple people by adding them to the Group "Online Exam Registration Notification Group". This group must be selected in the email under the SEND TO GROUPS tab. Click OK to save changes.

Exam Registration Add-On Requirements

• Users can register for more than one exam.
• Users can login via a link on the form.
• Users can select an international country via a link on the form.
• Payment information shows on the form as classes are selected.
• Passwords must be at least 6 characters in length and contain at least 1 letter and 1 number.

DLI Submit Your Garment App

The DLI Submit Your Garment App enables DLI members to submit information about damaged garments in order to receive an analysis report of the cause, if it can be determined.

Users can download the app to an android phone or iphone.

When the user opens the app, they will login with their DLI member number. They then have the option of requesting a new analysis or reading how the analysis works.

Requesting the Analysis

• After login the user will click the "Request a new analysis" button.
• The user then fills in all required information, including a photo upload of the garment.
• The user can also upload pictures of the care label and fiber content label if desired.
• The user clicks Submit to send the request to DLI.

Processing the Request

• DLI receives a notification email of the new request; it goes to the group DLI Garment Analysis Submission Notification.
• The user is taken to the order dashboard; this screen shows the date of submission, name of garment analysis, order status.
  • Pending means that DLI is reviewing the information to determine if they can help.
  • Review means that DLI has accepted the garment and is working on the analysis report.
  • Payment means that the payment is due on the analysis.
  • Completed means that the report has been uploaded to the system and is ready for the user.
• DLI will change the order status to Payment when they have determined that they can help the user with a report.

NOTE: The status is changed by logging into the DLI website and clicking on ADMIN, MANAGE ADD-ONS, DLI REMOTE APP, DLI GARMENT SUBMISSION. Open the record for the submission and change the ORDER STATUS field. DLI can also upload the report in the REPORT FILE field and should select the appropriate GARMENT ANALYSIS item in the ITEM field . Click OK to save changes.

• When the status changes to PAYMENT, the user is notified by email that they can now pay for their garment analysis.
• At this point the user can click on the shopping cart in the order dashboard to pay for the analysis.
• After payment is successful, the order status changes to Complete and the user will have access to the report in the orders dashboard.

Changing App and Email Messages

• DLI sends an email to users at various steps in the garment analysis process. To change the email text, login and click ADMIN, MANAGE ADD-ONS, DLI REMOTE API, DLI MOBILE APP SETTINGS. Edit the email you want to change and click OK to save changes. The following emails are available to edit:
  • Pending: The user gets this email when DLI is reviewing the information to determine if they can help.
  • Review: The user gets this email when DLI has accepted the garment and is working on the analysis report.
  • Complete: The user gets this email when DLI has uploaded the report to the system for user review.
  • Info: The user receives this email if DLI needs additional information to process the analysis.
  • Membership Issue: The user receives this email if they are no longer an active member of DLI.
  • Payment: The user receives this email when payment is required.
  • Declined: The user receives this email if DLI is unable to process the garment analysis.

• If someone has remained logged into the Garment Analysis App and their membership lapses, they will remain logged in, but when they submit a garment analysis request they will receive a message that their membership is no longer active. To change the text of this message, login and click ADMIN, MANAGE ADD-ONS, DLI REMOTE API, DLI MOBILE APP SETTINGS. Next click on the LAPSED MEMBERSHIP tab. Edit the text and click OK to save changes.

Membership Report csv Download

The Download membership report is a list of all accounts with account data and contact information for the primary and billing contact. It includes:

LegacyAccountId 

the contents of the account's Legacy Account Name field

Account Name 

the name of the account record

ContactFirstName 

the first name of the account contact (either billing or primary)

ContactLastName 

the last name of the account contact (either billing or primary)

ContactAddress1 

the address of the account contact (either billing or primary)

ContactAddress2 

the address line 2 of the account contact (either billing or primary)

ContactCity 

the city of the account contact (either billing or primary)

ContactState 

the state of the account contact (either billing or primary)

ContactZip 

the zip of the account contact (either billing or primary)

ContactCountry 

the country of the account contact (either billing or primary)

ContactPhone 

the phone of the account contact (either billing or primary)

ContactEmail 

the email of the account contact (either billing or primary)

AccountAnniversary 

the date of account's next Anniversary

membershipDateExpiration 

the expiration date (past or future) when the expires

membershipDateJoin 

the date entered as the account's join date

membershipDateRecaptured 

the date entered in the account record for when the account last rejoined

membershipStatus 

Acive, Expired (Active but expiration date is passed and not yet canceled), Canceled or Pending

legacyMembershipType 

if rejoined, this was the previous membership type

Membershiptype 

the current membership type

MembershipTypeRecurringCharge 

if the account includes a membership subscription, this is the recurring charge for the item referenced in the subscription

MembershipTypeInitialCharge 

if the account includes a membership subscription, this is the initial charge for the item referenced in the subscription

ForcedCustomMembershipRecurringCharge 

if the account includes a membership subscription, this recurring charge overrides the charge in the item referenced in the subscription

ReportingCategoryJSA 

the account category name, used by DLI for JSA category

PayMethod 

'No Payment Necessary', 'Bill and Fulfill Now', 'Bill and Fulfill on Payment', or 'Pay on Demand'

NotificationMethod 

'Email', 'Fax', 'Print and Mail' or 'unknown'

BillingTerms 

value selected for the account's Billing Terms

LastMembershipPaymentDate 

The payment date of the last order that included an account transaction that referenced a Membership Type (a dues purchase)

LastMembershipAmountPaid 

the charge of the line item in the last membership invoice that referenced a membership type

References

Test Cases

Revision History