AudienceView Connect

Modifying Benefit Details

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:

  1. Open the Customer Services application from the AudienceView Desktop.
    The Customer|Search page appears.
  2. 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.
  3. Select the Entitlements tab.
    The Customer|Entitlements|Memberships page appears.
  4. Select the Benefits tab.
    The Customer|Entitlements|Benefits page appears.
  5. Click on the benefit record that you want to edit.
    The benefit details appear.
  6. Modify the applicable fields.
    For more information, refer to Customer Services Customers|Entitlements|Benefits
  7. Click 'Apply'.
    A window confirms that the application updated the customer.
  8. Click 'OK'.