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Version:
6.8.0 Product Documentation
Release Notes
6.3.0 Product Documentation
AudienceView Documentation
Customer Services Content Map
Customer Services Customers
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
Linking Customer Accounts
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
Managing Customer Benefits
Managing Customer Passes
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 Services Order
Customer Services Order Pages
Customer Services Order-Search Page
Customer Services Order-Summary Page
Customer Services Order-Customer Page
Customer Services Order-Notes Page
Customer Services Order-Seats Pages
Customer Services Order-Seats-Seats Page
Customer Services Order-Seats-Requests Page
Customer Services Order-Bundles Pages
Customer Services Order-Bundles-Bundles Page
Customer Services Order-Bundles-Seats Page
Customer Services Order-Bundles-Items Page
Customer Services Order-Bundles-Gifts Page
Customer Services Order-Bundles-Requests Page
Customer Services Order-Bundles-Charges Page
Customer Services Order-Other Pages
Customer Services Order-Other-Items Page
Customer Services Order-Other-Charges Page
Customer Services Order-Gifts Page
Customer Services Order-Order History Pages
Customer Services Order-Order History-Order Page
Customer Services Order-Order History-Seats Page
Customer Services Order-Order History-Tickets Page
Customer Services Order-Order History-Gifts Page
Customer Services Order-Order History-Gift Certificates-Cards Page
Customer Services Order-Order History-Charges Page
Customer Services Order-Order History-Miscellaneous Items Page
Customer Services Order-Order History-Payments Page
Customer Services Order-Order History-Bundles Page
Customer Services Order-Order History-Correspondence Page
Handling Customer Orders
Creating an Order
Customers, Agents and Orders
Adding an Existing Customer Account to an Open Order
Creating an Order Using an Existing Customer Account
Adding a New Customer Account to an Open Order
Changing the Customer Account Associated to an Order
Adding a Ship-to Customer Account to an Order
Setting an Agent as the Order Customer
Removing the Customer Account Associated to an Order
Assigning a Customer to an Admission
Delivery Methods
Performance Seating Requests
Creating a Performance Seating Request
Closing a Performance Seating Request
Filling a Performance Seating Request
Making a Reservation
Checking a Seat’s Ticket Usage Status
Searching for an Order
Opening an Order
Using the Default Order Search
Using the Advanced Order Search
Searching for an Order by Credit Card
Modifying Seats on an Order
Changing the Price Type for a Seat on an Order
Changing the Price Type for a Seat on an Order Using the Seat Map
Overriding the Admission Amount or Charge on an Order
Adding New Seats to an Order for the Same Performance
Deleting an Admission from an Order
Using Order Notes
Managing Customer Passes on an Order
Assigning an Admission to a Customer’s Pass
Removing an Admission from a Customer’s Pass
Adding an Offer to an Order
Adding an Offer to an Order Using the Customer Tab
Adding an Offer to an Order Using the Order Tab
Adding an Offer to an Order Using the Offers Tab
Printing Orders
Printing or Reprinting
Preprinting
Printing a Payment Receipt
Printing Gift Certificates and Gift Cards
The Confirmation Email Invoice Template Versus the Order Confirmation Email Template
Billing Customer, Shipping Customer and Agent Email Delivery Combinations
Generating an Invoice
Generating a Tax Receipt
Manually Generating a Tax Receipt
Manually Generating a Tax Receipt Number
Deleting a Tax Receipt
Voiding and Reissuing a Tax Receipt
Order History
Handling Customer Payments
Currency Conversions
Using Credit and Debit Cards to Make a Payment
Credit Card Troubleshooting
Using Gift Certificates and Gift Cards to Make a Payment
Using a Customer Account to Make a Payment
Using Direct Debit to Make a Payment (UK)
Using Multiple Payment Methods
Scheduling Payments
Scheduling a Single Payment
Creating a Payment Plan
Modifying a Scheduled Payment or Payment Plan
Processing a Scheduled Payment or Payment Plan
Deleting a Scheduled Payment or Payment Plan
Voiding, Cancelling and Refunding Payments
Refunding a Payment
Voiding a Payment
Cancelling a Payment
Partially Refunding a Payment
Refunding a Payment Using a Different Payment Method
Cancelling or Voiding a Refund
Payment Allocations
Payment Allocation Rules
Full Allocation
Partial Allocation
Over Allocation
Refund Allocation
Complimentary Tickets
Customer Services Seats
Customer Services Seat Pages
Customer Services Seat-Search Page
Customer Services Seat-Map Page
Customer Services Seat-Availability Page
Customer Services Seat-Best Available Page
Customer Services Seat-Quick Sale Page
Customer Services Seat-Calendar Page
Making Seat Selections
Searching for a Performance in Customer Services
Searching for a Performance Using the Seat-Calendar
Notes About Selecting Seats Using the Seat Map
Adding Seats to an Order Using the Seat Map
Deleting an Admission Using the Seat Map
Selecting Seats Using Best Available
Updating Holds Using the Seat Map
Updating Holds for a Single Performance
Updating Holds for Multiple Performances
Using Quick Sales
On Offer Timeouts
Customer Services Bundles
Customer Services Bundles Pages
Customer Services Bundles-Search Page
Customer Services Bundles-Details Page
Customer Services Bundles-Map Page
Customer Services Bundles-Miscellaneous Items Page
Customer Services Bundles-Gifts Page
Selling Bundles
Rules for Selling Bundles
Bundle Instances and Charges
Renewing Bundles with Customer Numbers
Rules for Including Bundles in Orders
Bundles and Entitlements
Adding a Bundle to an Order
Selecting Bundle Seats
Selecting Bundle Seats Using Best Available
Selecting Bundle Seats Using Map Select
Selecting a Subscription Bundle’s Renewal Seat
Exchanging a Bundle Seat for All Bundle Performances
Exchanging a Bundle Seat in Fewer than All Bundle Performances
Assigning a Bundle’s Admissions to a Pass
Saving an Unfulfilled or Partially Fulfilled Bundle
Removing a Bundle from an Order
Customer Bundle Requests
Creating a Bundle Request
Creating Bundle Upgrade Requests
Closing Bundle Requests and Bundle Upgrade Requests
Filling Bundle Requests
Filling Bundle Upgrade Requests
Customer Services Miscellaneous Items
Customer Services Miscellaneous Items Pages
Customer Services Miscellaneous Items-Search Page
Customer Services Miscellaneous Items-Details Page
Selling Miscellaneous Items
Miscellaneous Items and Entitlements
Adding a Miscellaneous Item to an Order
Viewing or Modifying a Miscellaneous Item on an Order
Deleting a Miscellaneous Item from an Order
Customer Services Offers
Customer Services Offers Pages
Customer Services Offers-Search Page
Customer Services Offers-Summary Page
Customer Services Offers-Seats Page
Customer Services Offers-Bundles Pages
Customer Services Offers-Bundles-Seats Page
Customer Services Offers-Bundles-Bundles Page
Using and Managing Offers
Creating an Offer
Adding a Customer to an Offer
Adding Content to a New Offer
Adding an Admission to a New Offer
Adding a Bundle to a New Offer
Adding a Miscellaneous Item to a New Offer
Adding a Gift to a New Offer
Adding Content to an Existing Offer
Adding an Admission to an Existing Offer
Adding a Bundle to an Existing Offer
Adding a Miscellaneous Item to an Existing Offer
Adding a Gift to an Existing Offer
Modifying the Details of an Offer
Deleting the Content of an Offer
Deleting an Admission from an Offer
Deleting a Bundle from an Offer
Deleting a Miscellaneous Item from an Offer
Deleting a Gift from an Offer
Managing Offers in the Desktop
Accepting an Offer in the Desktop
Partially Accepting an Offer in the Desktop
Declining an Offer in the Desktop
Managing Offers Online
Accepting an Offer Online
Accessing Offers from Other Customers
Declining an Offer Online
Using Utilities to Add Offers to a Large Number of Customers
Using Utilities to Invoice Customers with Offers
Customer Services Gift Certificates and Gift Cards
Customer Services Gift Certificates and Gift Cards Pages
Customer Services Gift Certificates and Cards-Search Page
Customer Services Gift Certificates and Cards-Details Page
Selling Gift Certificates and Gift Cards
Rules for Gift Certificates and Gift Cards
Adding a Gift Certificate or Gift Card to an Order
Viewing the Details of a Gift Certificate or Gift Card
Removing Gift Certificates and Gift Cards from an Order
Checking the Balance of a Gift Card or Account
Reloading a Gift Card or Loading an Account on an Order
Customer Services Gifts
Customer Services Gifts-Search Page
Handling Gifts (Donations)
Adding a Gift to an Order
Removing a Gift from an Order
Customer Services End of Day Balance Pages
Customer Services Order Pages
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 Order
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Customer Services Order Pages
Table of Contents
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The
Customer Services
application
Order
pages consist of the following:
Customer Services Order-Search Page
Customer Services Order-Summary Page
Customer Services Order-Customer Page
Customer Services Order-Notes Page
Customer Services Order-Seats Pages
Customer Services Order-Seats-Seats Page
Customer Services Order-Seats-Requests Page
Customer Services Order-Bundles Pages
Customer Services Order-Bundles-Bundles Page
Customer Services Order-Bundles-Seats Page
Customer Services Order-Bundles-Items Page
Customer Services Order-Bundles-Gifts Page
Customer Services Order-Bundles-Requests Page
Customer Services Order-Bundles-Charges Page
Customer Services Order-Other Pages
Customer Services Order-Other-Items Page
Customer Services Order-Other-Charges Page
Customer Services Order-Gifts Page
Customer Services Order-History Pages
Customer Services Order-Order History-Order Page
Customer Services Order-Order History-Seats Page
Customer Services Order-Order History-Tickets Page
Customer Services Order-Order History-Gifts Page
Customer Services Order-Order History-Gift Certificates-Cards Page
Customer Services Order-Order History-Charges Page
Customer Services Order-Order History-Miscellaneous Items Page
Customer Services Order-Order History-Payments Page
Customer Services Order-Order History-Bundles Page
Customer Services Order-Order History-Correspondence Page
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