• 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|Activities Page
  • Customer Services - Customer|Calendar Page
  • Customer Services - Customer|Opportunities 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
    • 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
    • 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
  • 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
  • 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

The following image illustrates the customer details, phone & email sections of the Customer|Advanced page:

Contact Details, Phone & Email Sections

The following image illustrates the customer details, phone & email sections of the Customer|Advanced page:

The contact details, phone & email sections of the Customer|Advanced page contains the following properties:

Field	Description
Contact ID	A dropdown list containing all contacts defined on the account.
Add Contact	Click to add a new contact.
Delete?	Select to delete the contact.
Default Contact	Identifies the contact as the default contact for the account. For more information, refer to Selecting a New Default Contact for a Customer Account.
Title	A title for the contact (e.g. Mr., Mrs.).
First Name	The contact’s first name.
Middle Initial	The middle name initial of the contact.
Last Name	The contact’s last name.
Suffix	A suffix to the contact’s name (e.g. Jr., Sr.).
Job Title	The contact’s job title.
Company Name	The customer’s company name. If the customer 'Account Type' is Organization, the name of the organization from the 'Organization Name' field on the Customer|Basic page is automatically entered in this field, but it can be manually changed.
Greeting Name	The name that should be used when greeting the contact on the phone (e.g. Mr. Smith). By default, this field is populated with the information entered in the 'Title', 'First Name' and 'Last Name' fields.
Salutation Name	The contact's commonly used name.
Publish Name	The name that should be used in public documents, like programs or donor walls (e.g. Anonymous, The Smith Family), and written correspondence with the contact (e.g. Mr. S. Smith). By default, this field is populated with the information entered in the 'Title', 'First Name' and 'Last Name' fields.
Date of Birth	The birthday of the contact. Enter a date into the field or click  to select the date. For more information, refer to Using a Calendar to Add a Date.
Contact Type	A classification of the contact (e.g. Customer, Spouse).
Contact Address	The address to associate with the contact.  For more information, refer to Adding an Address to an Existing Customer Account. If you are in the process of creating a new address, a New Address option appears in the dropdown. This enables you to associate the new address with the contact that you are adding.
Maiden Name	The contact’s maiden name.
Marital Status	The contact’s marital status (e.g. Married, Divorced, Single).
Gender	The contact’s gender.
Phone & Email	The email addresses and phone numbers for the contact. Use Phone 5, Phone 6, Eaddress 2, and Eaddress 3 to add additional contact information. Clicking   launches a new email to the address currently in the 'Email' or 'Work Email' field.  If your system is configured to validate the phone numbers, AudienceView will notify you if invalid characters are used.

Affiliations

The following image illustrates the default affiliations section of the Customer|Advanced page:

The affiliations section of the Customer|Advanced page contains the following properties once the 'Add Affiliation' button has been clicked:

Field	Description
Affiliation	The customer's affiliation with you organization: Board Member Fundraising Committee Staff Member Volunteer The values available are defined in the affiliations list. For more information, refer to Configuring Lists.
Start Date	Enter the date that the affiliation will begin in the field or click  to select a date. For more information, refer to Using a Calendar to Add a Date.
End Date	Enter the date that the affiliation will end in the field or click  to select a date. For more information, refer to Using a Calendar to Add a Date.
Description	Enter a description for the affiliation. This will display on the Customer|Basic page.
Comment [1-2]	Enter any additional comments in these two fields.

Address Section

The following image illustrates the default address section of the Customer|Advanced page:

The address section of the Customer|Advanced page contains the following properties:

Field	Description
Address ID	A dropdown list containing all addresses associated with the account.
Add Address	Click to add a new address.
Delete?	Select to delete the address.
Default Address	Identifies the address as the default address for the account. For more information, refer to Setting the Default Address for the Customer Account.
Street, City, Province/State, Country, Postal Code	The address details. If your system is configured to validate the Postal Code, AudienceView will notify you if an invalid postal or zip code format is entered.
In Use From	If the new address is temporary or being used after a specific date, this is the date from which the address is valid. Enter a date into the field or click  to select the date. For more information, refer to Using a Calendar to Add a Date.
In Use Until	If this address is temporary or being used until a specific date, this is the date to which the address is valid. Enter a date into the field or click  to select the date. For more information, refer to Using a Calendar to Add a Date.
Address Type	Select the type of address from the Address Type dropdown list (e.g. Billing, Home, Mailing). You can have multiple addresses for each type. When the account is created, the address associated with the account is set to Billing address.
Change of Address Status (AudienceView 6.8.9)	This field is primarily used in conjunction with the NCOA - Customer Updates Data Monkey script. This field is used to track the return codes provided by third-party NCOA address correction services; however, the 40-character field can also be used to track inactive or incorrect addresses (if you are not using NCOA). This field is hidden by default (Registry application Registry::EN::Business Objects::TScustomerBO::Addresses::Change of Address node). If this field is enabled, it will also be displayed on createAccount.asp and maintainAddresses.asp online pages.

Additional Customer Details Section

The following image illustrates the default additional customer details section of the Customer|Advanced page:

The additional customer details section of the Customer|Advanced page contains the following properties: