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Version:
6.8.0 Product Documentation
Release Notes
6.3.0 Product Documentation
AudienceView Documentation
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
Working with Customer States
Product Guides
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6.3.0 Product Documentation
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6.3.0 Application Documentation
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AudienceView User Guides
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Customer Services Guide
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Customer Services Customers
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Managing Customer Accounts
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Working with Customer States
Table of Contents
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The following sections describe how to work with customer states:
Viewing a Customer's State
:
Describes how to view a customer's state.
Changing a Customer’s State
:
Describes how to modify a customer's state.
Suspending or Closing a Customer Account
:
Describes how to suspend or close a customer account.
Reactivating a Suspended or Closed Customer Account
:
Describes how to reactivate a customer account.
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