Sometimes your team just needs to see the details of a customer's subscription. But going into Recurly to pull up those details directly means bouncing between tabs and too many clicks. Instead, use the Recurly List Subscriptions steptype to give your team details of the customer's subscription right there in Sidekick, without leaving the ticket.
Title
The title appears up top in Sidekick when your team reaches this step in the flow. We recommend using it to explain that this steptype is for pulling up the customer's subscription details.
Search Customers - Run Automatically
Check this box to immediately begin the search for the customer in Recurly using a specified email address. For this to work, you'll need to configure this steptype to pull in the email address from your CRM in the next field.
Email Address
Use this field to specify the email address to be used to look up the customer in Recurly. Use the ➕ button to pull in the email address from your CRM fields automatically, or leave it blank for your team to their own email address, or do both.
Hide Field in Sidekick?
Check this box to prevent your team from seeing or changing the email address used for the customer search in Recurly.
Search Subscriptions - Run Automatically
Check this box to immediately looking up the customer's subscription once the customer has been found in Recurly using their email address.
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