• 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

Customer affiliations allow organizations to identify the relationship between a customer account and the organization (e.g. volunteers, board members).

To add an affiliation to a customer account, 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 that you want to work with. For more information, refer to Searching for a Customer or Contact.
   The Customer|Basic page appears.
3. Select the Advanced tab.
   The Customer|Advanced page appears.
4. Click 'Add Affiliation'
   A new affiliation row appears.
5. Select the type of affiliation that the customer has with your organization from the 'Affiliation' dropdown.
   The values available are defined in the affiliations list. For more information, refer to Configuring Lists.
6. Enter the date when the affiliation will begin/began in the 'Start Date' field or click  to select a date.
   For more information, refer to Using the Calendar to Select a Date.
7. Enter the date when the affiliation will end in the 'End Date' field or click  to select a date.
   For more information, refer to Using the Calendar to Select a Date.
8. Optionally, enter a description in the 'Description' field. This will appear on the Customer|Basic pages.
9. Optionally, enter any additional comments in the 'Comment 1' and 'Comment 2' fields.
10. For every affiliation that you want to add, repeat the process from Step 4.
11. Click 'Apply'.
    A window confirms that the application updated the customer.
12. Click 'OK'.

Customer affiliations can then be pulled via a BI query, using the affiliation criteria. For more information, refer to Business Intelligence and Reports Business Intelligence Pages.