To manually add benefits to a customer account, complete the following:
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Open the Customer Services application from the AudienceView Desktop.
The Customer|Search page appears.
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Search for and select the customer account you want to add a benefit to. 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.
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Select the Entitlements tab.
The Customer|Entitlements|Memberships page appears.
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Select the Benefits tab.
The Customer|Entitlements|Benefits page appears.
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Information
You can only add a benefit to an existing customer account. You cannot add a benefit to a new customer account that has not been saved. |
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Click 'Add Benefit'.
A new blank record will display with editing shown in the 'del?' column and Ad Hoc in the 'Membership' column. Ad Hoc indicates that the benefit is being added manually. A new section will also display to allow you to add the new benefit.
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Enter the benefit details into the applicable fields.
For more information, refer to Customer Services - Customer|Entitlements|Benefits.
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Click 'Apply'.
A window confirms that the application updated the customer.
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Click 'OK'.