AudienceView Connect
AudienceView Documentation

Adding an Existing Customer Account to an Open Order

To add an existing customer to an open order, complete the following:

  1. Open the Customer Services application from the AudienceView Desktop.
  2. Select the Order tab.
    The Order|Search page appears.
  3. Create or search for the order that you want to add a customer account to.
    For more information, refer to Creating an Order or Searching for an Order.
  4. On the Order|Summary page, click the No customer provided hyperlink located beside Customer Number.
    Information
    If a customer is already associated to the order, select the Customer tab.

    The Customer|Search page appears.

  5. Search for and select the customer account that you want to add to the order.
    For more information, refer to Searching for a Customer or Contact.
  6. Click 'Add to Order'.
    The Order|Summary page appears.
    If you selected Then
    a customer, the customer number appears in the 'Customer Number' field.
    an agent, the customer number appears in the 'Agent Number' field.
  7. Click 'Create' or 'Apply'.
    A window confirms that the application created/updated the order.
  8. Click 'OK'.