AudienceView Connect
AudienceView Documentation

Setting an Agent as the Order Customer

When an Agent 'Account Type' is attached to an order, the account is automatically added as the agent on the order. However, you are able to modify the order so that an Agent account is the order customer.

To set an Agent account as the order customer, complete the following:

  1. Open the Customer Services application from the AudienceView Desktop.
  2. Select the Orders tab.
    The Order|Search page appears.
  3. Search for and select the order you want to modify. For more information, refer to Searching for an Order.
    The Order|Summary page appears.
  4. Select the Customer tab.
    The Order|Customer page appears.
  5. In the mailing information - Customer section, select the agent from the 'Customer Number' dropdown. 
    If the agent does not appear in the 'Customer Number' dropdown, attach the agent to the order. For more information, refer to Changing the Customer Account Associated to an Order or Adding an Existing Customer Account to an Open Order. Switch the agent back to the previous agent on the order. The agent you want to add as the order customer is now available in the 'Customer Number' field.
  6. Click 'Apply'.
    A window confirms that the application updated the order.
  7. Click 'OK'.