Amity automatically calculates a status value for each account.
There are 3 status values:
- Active - This value is applied when an account has an active subscription. If an account does not have a subscription but you'd like Amity to consider active, you can set the account's Customer Since attribute. If the Customer Since attribute is earlier than now, the account's status will be set to active. This override is useful when you want to consider an account to be an active customer but the subscription contract has not been finalized.
- Churned - This value is applied to the account once all subscriptions have expired.
- Inactive - The value is applied to accounts that are neither active or churned.
The status is displayed in the account profile and also in the Status column of the Portfolio account table. You can use views to filter accounts by their status. You can also filter by status in the Portfolio Summary and Team Activity reports.
The status values are calculated by Amity and cannot be manipulated directly by the user.
Accounts now have an optional region attribute. This attribute can be used to assign an account to a geographical region. This is often necessary when your company has teams dedicated to customers in specific geographies.
The region is displayed in the account profile and also in the Region column of the Portfolio account table. You can use views to filter accounts by their region. You can also filter by region in the Portfolio Summary and Team Activity reports.
Your region values can be customized in the Playbook section of the Settings app.
More subscription information in the Portfolio app account table
In addition to the new Status and Region columns, the Portfolio account table also contains includes 2 additional columns.
The Subscription column contains the name of account's active subscription. If the account does not have an active subscription, the cell will be empty. If the account has more than one subscription, the cell will contain the name of the subscription that expires next (i.e. earliest). If there are multiple subscriptions that expire at the same time, the cell will display the name of the most valuable subscription.
The Final Renewal column contains the date of the final (i.e. latest) subscription end. If an account has multiple subscriptions, the Final Renewal cell will contain the maximum end date (i.e. the latest). The value will be cell if the account has no subscriptions.
You can use views to filter accounts by these new accounts columns. The columns are also sortable.
These columns also appear in the account detail tables of the Portfolio Health and Team Activity reports.
The Closed date now appears in the journey profile. The date can modified when the journey's outcome is either Success or Failure.