...
Choose which filters to refine down search:
Start and End Date: Search for actions within the selected dates and times
Campaign: The campaign customers are within
Campaign Category: Filter to a campaign category
Product: The specific product customer bought
Call Center: The call center the customer came through.
User: The user within the CRM that did the actions.
Access Level: Admin/ Customer Service Agent / Affiliate/ API User/ CS Admin/ Sales Rep
Base Currency: Filter by a specific currency
Country: Filter by a specific country
Actions: see below
Partial - Incomplete order
New Sale Declined - New sale transaction not successful
New Sale Success - Successful new sale transaction
QA Declined - Quality assurance declined
QA Approved - Quality assurance approved
QA Pending - Order set to QA pending
Trial Started - Started recurring trial
Rebill Started - Rebill initiated
Trial Completed - Customer completed trial
Trial Failed - Trial transaction not successful
Rebill Forced - A user forced the rebill to occur immediately
Rebill Success - Rebill success
Rebill Failed - Rebill declined
Rebill Completed - Completed all billing cycles
Recycle Saved - Successful recycle billing transaction
Recycle Failed - Recycle billing transaction not successful
Order Reshipped - A user reshipped the fulfillment for an order
Void - A user voided a transaction on an order
Order Cancelled - Cancelled order
Rebill Restarted - Rebill restarted
Agent Note - Note added by agent
Customer Updated - Updated customer information
Purchase Updated - Updated recurring purchase
Order Updated - Updated order information
Fulfillment Updated - Updated the fulfillment record
Fulfillment Bundled - Fulfillment were bundled before sending to fulfillment house
Fulfillment Captured -
Refunded - Successful refund transaction
Refund Failed - Refund transaction failed
Blacklisted - Customer added to blacklist
Chargebacked - Chargeback transaction
Membership Started - Customer added to membership (plugin)
Membership Cancelled - Customer removed from membership (plugin)
Membership Restarted - Customer restarted membership (plugin)
Autoresponder - Email sent to customer
SMS Autoresponder - SMS sent to customer
Trial Skipped - Cancelled recurring trial
Rebill Cancelled - Cancelled recurring purchase
Restart Billing - Billing cycle restarted
Rma Pending - Fulfillment set to pending return
Order Returned - Return received from customer
Order Shipped - Fulfillment shipped
Order Failed - Fulfillment failed
Order Frozen - Permanent hold on fulfillment
Account Update Success - Card was updated via CardSync
Account Update Failure - Card was not updated via CardSync
Fraud Result - A fraud result was given by a fraud plugin
Consent Received - Customer gave consent to rebill (Express Consent only)
Consent Denied - Customer denied consent to rebill (Express Consent only)
Fulfillment Address Hold -
Order Export Successful - Order was exported via webhooks
Order Export Failed - Webhook export failed
Fulfillment Item Updated - The fulfillment item was changed or updated
Address Verify Success - Address was verified by SmartyStreets
Address Verify Failed - Address was not verified by SmartyStreets
Tax Collection Failed -
Fulfillment Cancel Failed -
Tax Calculation Failed - Request to tax service plugin resulted in an error
...