AVConnect Online - The AudienceView User Community / Customer Services

AudienceView Documentation

Customer Services - Customers

Product Guides > 6.8.0 Product Documentation > 6.8.0 Application Documentation > AudienceView User Guides > Customer Services Guide > Customer Services - Customers

The following sections describe the Customer Services application Customer pages:

The Managing Customer Accounts section outlines how to create and maintain 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
- Forgetting 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 Promotions
  Provides a brief introduction to promotions and promotion access codes. For more information, refer to Product Configuration Promotion.
- Managing Customer Memberships
  - Adding a Membership to an Account
  - Deleting a Membership from an Account
- Managing Customer Benefits
- Managing Customer Passes
  - Modifying a Customer Pass Description
  - Deleting or Cancelling a Customer Pass
Setting and Managing Customer Donation Opportunity Forecasts
- Setting a Donation Opportunity Forecast
- Modifying a Donation Opportunity Forecast
- Deleting a Donation Opportunity Forecast
Using Customer Notes
Creating a Customer Pop-Up Message
Describes how to use the Customer|Notes page to create a pop-up that will display whenever a customer account is loaded. The pop-ups can be used to identify a frequent donor or a known scalper.
Using the Customer Biography Report
Tracking Current Customer Orders and Status
Deleting a Customer Account

The Managing Online User Accounts section outlines how to create and maintain online user accounts.

For more information, refer to Configuring Online Users.

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