• 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|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
      • 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
      • Managing Customer Memberships
      • Managing Customer Benefits
      • Managing Customer Passes
    • 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
• 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
    • 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|Entitlements|Offers Page
      • Adding an Offer to an Order Using the Order|Summary Page
      • Adding an Offer to an Order Using the Offers|Summary Page
    • 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 Payment Allocation
      • Partial Payment Allocation
      • Over Payment Allocation
      • Refund Payment Allocation
      • Complimentary Tickets
• Customer Services - Seats
  • Customer Services - Seats Pages
    • Customer Services - Seats|Search Page
    • Customer Services - Seats|Map Page
    • Customer Services - Seats|Availability Page
    • Customer Services - Seats|Best Available Page
    • Customer Services - Seats|Quick Sale Page
    • Customer Services - Seats|Calendar Page
  • Making Seat Selections
    • Searching for a Performance Using the Seats|Search Page
    • Searching for a Performance Using the Seats|Calendar Page
    • About Selecting Seats Using the Seats|Map Page
    • Adding Seats to an Order Using the Seats|Map Page
    • Deleting an Admission Using the Seats|Map Page
    • Selecting Seats Using the Seats|Best Available Page
    • Updating Holds Using the Seats|Map Page
      • 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 the Bundles|Map Page
      • 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

AudienceView enables you to collect information about your customers by using customer accounts. Customer accounts can be created from the AudienceView Desktop or whenever a customer makes a purchase through your online sales website. A customer account can have any number of contacts associated with it. This chapter discusses how to work with customer accounts using the Customer tab of the Customer Services application.

The following sections describe how to work with 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
    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
    • 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
  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