AudienceView Connect

Deleting a Benefit from an Account

You can delete a benefit from a customer account if the benefit is not associated with an order and you have the appropriate permissions.

If a benefit was earned through a membership, the benefit will be removed from the customer account if the membership is removed.

To delete a benefit from 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 whose benefit you want to delete. 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. Select the Entitlements tab.
    The Customer|Entitlements|Memberships page appears.
  4. Select the Benefits tab.
    The Customer|Entitlements|Benefits page appears.
  5. Select the 'del?' check box beside the benefit you are removing.
  6. Click 'Apply'.
    A window confirms that the application updated the customer.
  7. Click 'OK'.
    The application deletes the benefit from the account’s record.