• 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

You can modify an existing customer account, if you have the appropriate permissions.

Hint If you decide against changes you have made to any page, and you have not yet clicked 'Apply' to save your changes, clicking 'Reload' will refresh the screen with the previously saved information.

To modify a customer account, complete the following:

1. Open the Customer Services application from the AudienceView Desktop.
   The Customer|Search page appears.
2. Search for and select the customer account you are modifying. For more information, refer to Searching for a Customer or Contact.
   The Customer|Basic or Customer|Advanced page appears.
3. Modify the applicable fields.
   For specific information, refer to the following sections:
   • Setting the Default Address for the Customer Account
   • Creating a Contact
   • Selecting a New Default Contact for a Customer Account
   • Adding an Address to an Existing Customer Account
   • Deleting a Contact
   • Creating an Account Linkage
   • Merging Customer Accounts
   • Changing a Customer’s State
   • Transferring Account Balances
   • Using Customer Notes
4. Click 'Apply'.
   A window confirms that the application updated the customer.
5. Click 'OK'.