You can modify a benefit that has been assigned to a customer manually or earned through a membership, if you have the appropriate permissions.
To modify an account's benefits, complete the following:
-
Open the Customer Services application from the AudienceView Desktop.
The Customer|Search page appears.
-
Search for and select the customer account whose benefits you want to modify. 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.
-
Select the Entitlements tab.
The Customer|Entitlements|Memberships page appears.
-
Select the Benefits tab.
The Customer|Entitlements|Benefits page appears.
-
Click on the benefit record that you want to edit.
The benefit details appear.
-
Modify the applicable fields.
For more information, refer to Customer Services Customers|Entitlements|Benefits.
-
Click 'Apply'.
A window confirms that the application updated the customer.
-
Click 'OK'.