You can modify a benefit that has been assigned to a customer manually or earned through a membership, if you have the appropriate permissions.
To modify an account's benefits, complete the following:
- Open the Customer Services application from the AudienceView Desktop.
The Customer|Search page appears.
- Search for and select the customer account whose benefits you want to modify. For more information, refer to Searching for a Customer or Contact.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.
- Select the Entitlements tab.
The Customer|Entitlements|Memberships page appears.
- Select the Benefits tab.
The Customer|Entitlements|Benefits page appears.
- Click on the benefit record that you want to edit.
The benefit details appear.
- Modify the applicable fields.
For more information, refer to Customer Services Customers-Entitlements-Benefits.
- Click 'Apply'.
A window confirms that the application updated the customer.
- Click 'OK'.