• Customer Services - Order Pages
  • Customer Services - Order|Search Page
  • Customer Services - Order|Summary Page
  • Customer Services - Order|Customer Page
  • Customer Services - Order|Notes Page
  • Customer Services - Order|Seats Pages
    • Customer Services - Order|Seats|Seats Page
    • Customer Services - Order|Seats|Requests Page
  • Customer Services - Order|Bundles Pages
    • Customer Services - Order|Bundles|Bundles Page
    • Customer Services - Order|Bundles|Seats Page
    • Customer Services - Order|Bundles|Items Page
    • Customer Services - Order|Bundles|Gifts Page
    • Customer Services - Order|Bundles|Requests Page
    • Customer Services - Order|Bundles|Charges Page
  • Customer Services - Order|Other Pages
    • Customer Services - Order|Other|Items Page
    • Customer Services - Order|Other|Charges Page
  • Customer Services - Order|Gifts Page
  • Customer Services - Order|Order History Pages
    • Customer Services - Order|Order History|Order Page
    • Customer Services - Order|Order History|Seats Page
    • Customer Services - Order|Order History|Tickets Page
    • Customer Services - Order|Order History|Gifts Page
    • Customer Services - Order|Order History|Gift Certificates/Cards Page
    • Customer Services - Order|Order History|Charges Page
    • Customer Services - Order|Order History|Miscellaneous Items Page
    • Customer Services - Order|Order History|Payments Page
    • Customer Services - Order|Order History|Bundles Page
    • Customer Services - Order|Order History|Correspondence Page
• Handling Customer Orders
  • Creating an Order
  • Customers, Agents and Orders
    • Adding an Existing Customer Account to an Open Order
    • Creating an Order Using an Existing Customer Account
    • Adding a New Customer Account to an Open Order
    • Changing the Customer Account Associated to an Order
    • Adding a Ship-to Customer Account to an Order
    • Setting an Agent as the Order Customer
    • Removing the Customer Account Associated to an Order
    • Assigning a Customer to an Admission
  • Delivery Methods
  • Performance Seating Requests
    • Creating a Performance Seating Request
    • Closing a Performance Seating Request
    • Filling a Performance Seating Request
  • Making a Reservation
  • Checking a Seat’s Ticket Usage Status
  • Searching for an Order
    • Opening an Order
    • Using the Default Order Search
    • Using the Advanced Order Search
  • Modifying Seats on an Order
    • Changing the Price Type for a Seat on an Order
    • Changing the Price Type for a Seat on an Order Using the Seat Map
    • Overriding the Admission Amount or Charge on an Order
    • Adding New Seats to an Order for the Same Performance
    • Deleting an Admission from an Order
  • Using Order Notes
  • Managing Customer Passes on an Order
    • Assigning an Admission to a Customer’s Pass
    • Removing an Admission from a Customer’s Pass
  • Adding an Offer to an Order
    • Adding an Offer to an Order Using the Customer|Entitlements|Offers Page
    • Adding an Offer to an Order Using the Order|Summary Page
    • Adding an Offer to an Order Using the Offers|Summary Page
  • Printing Orders
    • Printing or Reprinting
    • Preprinting
    • Printing a Payment Receipt
    • Printing Gift Certificates and Gift Cards
  • The Confirmation Email Invoice Template Versus the Order Confirmation Email Template
  • Billing Customer, Shipping Customer and Agent Email Delivery Combinations
  • Generating an Invoice
  • Generating a Tax Receipt
    • Manually Generating a Tax Receipt
    • Manually Generating a Tax Receipt Number
    • Deleting a Tax Receipt
    • Voiding and Reissuing a Tax Receipt
      • Voiding a Tax Receipt
      • Reissuing a Tax Receipt
  • Order History
• Handling Customer Payments
  • Currency Conversions
  • Using Credit and Debit Cards to Make a Payment
  • Credit Card Troubleshooting
  • Using Gift Certificates and Gift Cards to Make a Payment
  • Using a Customer Account to Make a Payment
  • Using Direct Debit to Make a Payment (UK)
  • Using Multiple Payment Methods
  • Scheduling Payments
    • Scheduling a Single Payment
    • Creating a Payment Plan
    • Modifying a Scheduled Payment or Payment Plan
    • Processing a Scheduled Payment or Payment Plan
    • Deleting a Scheduled Payment or Payment Plan
  • Voiding, Cancelling and Refunding Payments
    • Refunding a Payment
    • Voiding a Payment
    • Cancelling a Payment
    • Partially Refunding a Payment
    • Refunding a Payment Using a Different Payment Method
    • Cancelling or Voiding a Refund
  • Payment Allocations
    • Payment Allocation Rules
    • Full Payment Allocation
    • Partial Payment Allocation
    • Over Payment Allocation
    • Refund Payment Allocation
    • Complimentary Tickets

The Order|Customer page displays three mailing information sections; one for the billing customer, one for the agent and one for the shipping customer. The three mailing information sections contain the contact details, address details and marketing data responses for the customer(s) and agent associated with the order. These three sections contain the same fields, and allow you to change the contact(s) and address(es) associated with the order using the 'Selected Contact' and 'Selected Address' dropdowns. You can also alter the role of each customer account on the order (e.g. the agent can become the billing customer or the billing customer can become the shipping customer) using the 'Customer Number' dropdowns.

The following image illustrates Customer Services application Order|Customer page with a billing customer associated to the order:

All three of the mailing information sections on the Order|Customer page contains the following properties:

Field	Description
Customer Number	A dropdown list containing all the customer accounts that are or have been associated with the order.
Selected Contact	A dropdown list containing all the contacts defined on the customer account associated with the order.
Title	The title of the contact associated with the order (e.g. Mr., Mrs.).
First Name	The first name of the contact associated with the order.
Middle Name	The middle name of the contact associated with the order.
Last Name	The last name of the contact associated with the order.
Suffix	The suffix for the contact associated with the order (e.g. Jr., Sr.).
Company	The contact's company name.
Greeting Name	The name that should be used when greeting the contact on the phone (e.g. Mr. Smith). By default, this field is populated with the information entered in the 'Title', 'First Name' and 'Last Name' fields.
Publish Name	The name that should be used in public documents, like programs or donor walls (e.g. Anonymous, The Smith Family), and written correspondence with the contact (e.g. Mr. S. Smith). By default, this field is populated with the information entered in the 'Title', 'First Name' and 'Last Name' fields.
Email	The email address of the contact associated with the order.
Home Phone	The home phone number of the contact associated with the order.
Work Phone	The work phone number of the contact associated with the order.
Mobile Phone	The cellphone number of the contact associated with the order.
Fax	The fax number of the contact associated with the order.
Phone [5-6]	The additional phone numbers of the contact associated with the order.
Work Email	The work email address of the contact associated with the order.
EAddress [2-3]	The additional email addresses of the contact associated with the order.
Selected Address	A dropdown list containing all the addresses defined on the customer account associated with the order.
Street	The building number and street of the address associated with the order.
City	The city of the address associated with the order.
State	The province or state of the address associated with the order.
Country	The country of the address associated with the order.
Postal/Zip Code	The postal code or zip code of the address associated with the order.
Add Contact	Allows you to add a contact to be used on the order by making all the contact details fields writable. An email icon will appear next to the 'Email' field. Clicking launches a new email to the address currently in the 'Email' field. The contact will not be added to the customer account.
Add Address	Allows you to add an address to be used on the order by making all the address details fields writable. The address will not be added to the customer account.
Remove Customer	Removes the customer or agent account from the order.

Information If customer level marketing data is configured for your installment of AudienceView, the configured fields will be displayed in a section below the contact and address information section. Collect the data as required.

Marketing Data Section

The order data section is disabled by default. For more information, refer to Configuring Marketing Data Fields.

The following image illustrates an example order data section of the Order|Summary page:

The order data section of the Order|Summary page contains the following properties (this section is disabled by default):

Field	Description
Data [1-50]	Enables you to store additional information specific to your organization. Any data entered into these fields is searchable through Business Intelligence. To modify a data field label, navigate to the Registry::EN::Business Objects::TSorderBO::Marketing node and select the appropriate field that you want to re-label.
Date [1-10]	Enables you to store additional date information specific to your organization. Any dates entered into these fields are searchable through Business Intelligence. Enter a date or click to select a date. For more information, refer to Using a Calendar to Add a Date. To modify a date field label, navigate to the Registry::EN::Business Objects::TSorderBO::Marketing node and select the appropriate field that you want to re-label.
Currency [1-10]	Enables you to store additional currency information specific to your organization. Any currency data entered into these fields is searchable through Business Intelligence. To modify a currency field label, navigate to the Registry::EN::Business Objects::TSorderBO::Marketing node and select the appropriate field that you want to re-label.
Fixed Integer [1-10]	Enables you to store additional information (as fixed integers) specific to your organization. Any integer data entered into these fields is searchable through Business Intelligence. To modify a fixed integer field label, navigate to the Registry::EN::Business Objects::TSorderBO::Marketing node and select the appropriate field that you want to re-label.