AudienceView Connect

Creating a Contact

A contact is a person associated with a customer account. When creating a contact, initially the contact is given the default address associated with the customer account. You can create an additional address and associate the new address with the contact. For more information, refer to Adding an Address to an Existing Customer Account.

To create a contact, complete the following:

  1. Open the Customer Services application from the AudienceView Desktop.
    The Customer|Search page appears.
  2. Search for and select the customer account you want to create a contact for. For more information, refer to Searching for a Customer or Contact.
    If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.
  3. Click the Advanced tab, if necessary.
  4. Click 'Add Contact'.
    The page refreshes, clearing the contact details section. New Contact is added to the 'Contact ID' dropdown.
  5. Enter the contact information in the contact details, phone & email, address and additional customer details sections.
    For more information refer to Customer Services - Customer|Advanced Page.
  6. Click 'Apply'.
    A window confirms that the application updated the customer.
  7. Click 'OK'.