Ideas for Arc XP

Subs v2 CSR improvements

  • We would like to have “today” as the preselected date to display today’s sales without having to manually apply a filter

  • We would like to see the exact time of the checkout rather than the date

  • We would like to see a distinction between new sales vs renewals

  • Filters take up half the screen

  • We would like to be able to download the reports rather than pulling them using the API

  • We can’t see the subscription events (status change date stamp, renewal attempt, etc.)

  • We would like to have a dropdown menu to select reason a given subscription was cancelled

  • We can’t see an option in the menu to approve/reject account deletion requests

  • Guest
  • Mar 18 2021
  • Future consideration
  • Attach files
  • Admin
    Ryan Gladstone commented
    21 Apr, 2021 03:49am

    Thanks for this set of Ideas!

    "We can’t see the subscription events (status change date stamp, renewal attempt, etc.)"

    We have added a number of activity cards to the account detail view and will continue to add more in the next few releases.

    "We would like to have a dropdown menu to select reason a given subscription was cancelled"

    Customer care codes are now available in sandbox (and will be in production tomorrow). The self-service admin for managing the available codes will be included in Arc Subs 1.53.

    --

    The remaining ideas are still under review as we continue to plan the upcoming sprints.