• Customer Services Customer Pages
  • Customer Services Customer-Search Page
  • Customer Services Customer-Basic Page
  • Customer Services Customer-Advanced Page
  • Customer Services Customer-Notes Page
  • Customer Services Customer-Users Page
  • Customer Services Customer-Links Page
  • Customer Services Customer-Entitlements Pages
    • Customer Services Customer-Entitlements-Memberships Page
    • Customer Services Customer-Entitlements-Benefits Page
    • Customer Services Customer-Entitlements-Passes Page
    • Customer Services Customer-Entitlements-Offers Page
  • Customer Services Customer-Calendar Page
  • Customer Services Customer-History Pages
    • Customer Services Customer-History-Orders Page
    • Customer Services Customer-History-Payments Page
    • Customer Services Customer-History-Correspondence Page
    • Customer Services Customer-History-Gifts Page
    • Customer Services Customer-History-Bundles Page
    • Customer Services Customer-History-Performances Page
    • Customer Services Customer-History-Request Page
    • Customer Services Customer-History-Seats Page
    • Customer Services Customer-History-Gift Certificates-Cards Page
    • Customer Services Customer-History-Miscellaneous Items Page
    • Customer Services Customer-History-Passes Page
• Managing Customer Accounts
  • About Agents
  • Creating a Customer Account
  • Contacts and Linking Accounts
    • Contacts
      • Creating a Contact
      • Selecting a New Default Contact for a Customer Account
      • Deleting a Contact
    • Linking Customer Accounts
      • Viewing an Account Linkage
      • Creating an Account Linkage
      • Modifying an Account Linkage
      • Deleting an Account Linkage
  • Managing Customer Addresses
    • Viewing Addresses Associated to an Account
    • Adding an Address to an Existing Customer Account
    • Setting the Default Address for the Customer Account
    • Setting a Contact’s Default Address
    • Deleting an Address
  • Customer Associations and Message Sources
  • Customer Affiliations
    • Creating a Customer Affiliation
    • Modifying a Customer Affiliation
    • Deleting a Customer Affiliation
  • Adding Default Payment Information for a Customer Account
  • Searching for a Customer or Contact
  • Hiding Duplicate Contact Information from Searches
  • Modifying a Customer Account
  • Working with Customer States
    • Viewing a Customer's State
    • Changing a Customer’s State
    • Suspending or Closing a Customer Account
    • Reactivating a Suspended or Closed Customer Account
  • Merging Customer Accounts
  • Flagging Duplicate Accounts
  • Transferring Account Balances
  • Entitlements -- Memberships, Benefits, Passes and Offers
    • About Promotional Codes
    • Managing Customer Memberships
      • Adding a Membership to an Account
      • Deleting a Membership from an Account
    • Managing Customer Benefits
      • Adding a Benefit to an Account
      • Modifying Benefit Details
      • Deleting a Benefit from an Account
    • Managing Customer Passes
      • Modifying a Customer Pass Description
      • Deleting or Cancelling a Customer Pass
  • Using Customer Notes
  • Creating a Customer Pop-Up Message
  • Using the Customer Biography Report
  • Tracking Current Customer Orders and Status
  • Deleting a Customer Account
• Managing Online User Accounts
  • Password Settings
  • Creating an Online User Account for a Customer
  • How Customers Create Online User Accounts
  • Logging Into AudienceView Online
  • Recovering Online User Passwords
  • Resetting Online User Passwords
  • Unlocking an Online User Account

Customer affiliations allow organizations to identify the relationship between a customer account and the organization (e.g. volunteers, board members).

Customer affiliations can then be pulled via a BI query, using the affiliation criteria . For more information, refer to Business Intelligence and Reports Business Intelligence Pages.

The following sections describe how to work with affiliations:

• Creating a Customer Affiliation: Describes how to add an affiliation to a customer account.
• Modifying a Customer Affiliation: Describes how to modify an affiliation on a customer account.
• Deleting a Customer Affiliation: Describes how to remove an affiliation from a customer account.