• 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

Donation opportunity forecasts can be set against a customer account.

To delete a donation opportunity or a forecast, complete the following:

1. Open the Customer Services application from the AudienceView Desktop.
   The Customers|Search page appears.
2. Search for and select the customer that you want to apply a donation forecast to. For more information, refer to the Customer Services - Customer|Search Page and Performing Searches.
   The Customer|Basic page appears.
3. Select the Opportunities tab.
   The Customer|Opportunities page appears.
4. If you want to delete a forecast:
   1. Select the 'del?' check box(es) next to the forecast(s) that you want to delete.
   2. Click 'Apply'
      A window confirms that the application updated the customer.
   3. Click 'OK'.
5. If you want to delete an entire opportunity:
   1. Click 'Delete'.
      A window will prompt you to confirm the deletion of the opportunity.
   2. Click 'OK'.
      A window confirms that the application updated the customer.
   3. Click 'OK'.

The totals that appear in the blue header row update to reflect the new forecasts.