Managing subscriptions
The subscription record: overview, current assignments, the timeline, and everything under the actions button.
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Overview
The Overview section provides complete details of the subscription.
The first row displays the category and the status.
The second row highlights the subscription name.
The third row displays the type of subscription and the cost.
Current assignments
The current assignments section lets you toggle between the people, location and asset assignments on this subscription.
Along with the name, this section includes a badge indicating how long it has been since the assignment was made.
Timeline
The timeline documents the complete lifecycle of each subscription, from purchase through billing updates, to-dos, contracts, assignments and notes. Every activity is recorded in one place, and each timeline entry can be edited with a single click.
Comments and attachments are supported on all timeline entries. Click any item to edit it, and you can add comments or upload attachments. Timeline items with comments show a comment bubble icon, and items with attachments show a paperclip icon on the activity line.
Actions button
The actions button in the top right corner is how you manage the subscription. This is purposely the only button on the page: any action you need to perform on the subscription is done from the actions button.
The To-do button records a to-do on that subscription. If something needs to be completed in the future by you or someone else, this is where you create it. For example, the subscription is coming up for renewal and you need to contact the company to negotiate new pricing.
The Update Billing button records any changes that occur to the subscription. If you need to add more licenses, or the price changes, you record the change here.
The Quick Note button is simple and straightforward. It creates a timeline entry that is a simple note. Use it for recording informational, one-off events on the subscription.
Under the assignments dropdown you can update the current assignments of people, locations and assets.
Under the lifecycle dropdown, Edit Subscription Details is where you update the base details of the subscription, such as name, vendor and plan type.
The Add / Renew Contract button adds or renews a contract on the subscription.