To add an existing customer to an open order, complete the following:
- Open the Customer Services application from the AudienceView Desktop.
- Select the Order tab.
The Order|Search page appears.
- 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.
- 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.
- 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.
- 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. |
- Click 'Create' or 'Apply'.
A window confirms that the application created/updated the order.
- Click 'OK'.