Timeline¶
Target Audience: Users
Release version: 4.1.0
Introduction¶
The Account Timeline is an event based feature that enabled the customer service employee (or anyone else with access) to access a simple timeline on the customer overview that shows what has happened on the account.
Events¶
Information
Events generated under the old "Account History" was migrated and can now be found here.
Account events can be triggered for a various number of reasons and provide information on what has happened to the account over time.
Fields¶
| Field Name | Example value | Description |
|---|---|---|
| type | comment | What type of event that was triggered. |
| message | Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras bibendum urna vel faucibus volutpat. | Short description of what has happened. |
| producer | payway@adeprimo.se | The user or service who triggered the event. |
| proprietor | customer@domain.tld | The account which the event triggered on. |
| created_at | 2019-05-01T23:59:59+01:00 | |
| updated_at | 2019-05-02T23:59:59+01:00 |
The producer can be a variety of things, sometimes ‘System’, or ’CProfit’, which states that the change was made either by Payway automatically, by the subscription system integration, or similar.
If the producer is an e-mail address this indicates that the event was triggered by an account in Payway.
Types¶
| Name | Description |
|---|---|
| :account | Indicates that the event triggered on something account specific. |
| :comment | Indicates that the event is a comment written by a customer service employee. |
| :contact | Indicates that the event is an acceptance or rejection of contact channel. |
| :order | Indicates that the event is regarding an order. |
| :sharing | Indicates that the event is regarding a subscription sharing. |
| :subscription | Indicates that the event is regarding a subscription. |
| :system | Indicates that the event is regarding a system change. |
| :password | Indicates that the event is regarding a password change. |
| :payment | Indicates that the event is regarding a payment. |
| :voucher | Indicates that the event is regarding a voucher. |
Which events are logged?¶
| Event | Type | Added | Description |
|---|---|---|---|
| Account created | :account | 2018-08-08 | |
| Customer number changed | :account | 2018-08-08 | |
| Renewal date changed | :subscription | 2018-08-08 | |
| Request password reset | :password | 2018-08-08 | |
| Password reset complete | :password | 2018-08-08 | |
| Order closed | :order | 2018-08-08 | |
| Gift order closed | :order | 2018-08-08 | |
| Reactivation of subscription | :subscription | 2018-08-08 | |
| Cancellation of subscription | :subscription | 2018-08-08 | |
| Subscription upgraded | :subscription | 2019-01-22 | |
| Subscription downgraded | :subscription | 2019-01-22 | |
| Subscription freeze | :subscription | 2018-08-08 | |
| Suspended payments | :payment | 2018-08-08 | |
| Resumed payments | :payment | 2018-08-08 | |
| Voucher redeemed | :voucher | 2018-08-08 | |
| Subscription sharing sent | :sharing | 2019-02-06 | |
| Subscription sharing accepted | :sharing | 2019-02-06 | |
| Subscription sharing removed | :sharing | 2019-02-06 |