AudienceView Unlimited 7  Product Guides

To suspend or close a customer:

1.Open Customer Services from the Desktop.
The Customer|Search page appears.

2.Search for and select the customer that you want to suspend or close.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.

3.Select the Basic tab, if necessary.

4.Expand the Customer State section.

5.Enter a brief description of the reason for suspending/closing the customer in the 'State Change Reason' field.

6.Click 'Suspend' or 'Close'.
A window prompts you to confirm that the customer will be suspended or closed.

7.Cick 'OK'.
A window confirms that the customer has been suspended or closed.

8.Click 'OK'.
The customer's 'State' and the 'State Change Description' fields are updated and the customer becomes read-only.

When an customer has been Forgotten, all of the customer's personal information is removed and replaced with Xs. All of the customer's notes, saved payment methods and linkages are removed. All of the customer's history remains.

Forgotten customers are generally not reactivate and may be forgotten for a number of reasons, including a customer request.

If a Forgotten customer is reactivated, it becomes editable again but all of the customer's personal information must be re-entered. The fields will still display Xs.

To forget a customer:

1.Open Customer Services from the Desktop.
The Customer|Search page appears.

2.Search for and select the customer that you want to suspend or close.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.

3.Select the Basic tab, if necessary.

4.Expand the Customer State section.

5.Enter a brief description of the reason for forgeting the customer in the 'State Change Reason' field.

6.Click 'Forget'.
A window prompts you to confirm that the customer will be forgotten.

7.Click 'OK'.
A window confirms that the customer has been suspended or closed.

8.Click 'OK'.

The customer's 'State' and the 'State Change Description' fields are updated, the customer becomes read-only and all of the personal information (including 'First Name' and 'Last Name', addresses) is replaced with Xs.

The customer's saved payments, order payments (where the customer is the billing customer) and notes are removed. Users and links are deleted.

The following information is not forgotten:

•Notes where the 'Context' is the forgotten customer.

•Contacts and addresses that were added directly to an order.

•Payments added to orders that do not have a billing customer.

•Multi-data fields.

•Log files.

Forgotten customers are not automatically excluded from search results.

To reactivate a Suspended, Closed or Forgotten customer:

1.Open Customer Services from the Desktop.
The Customer|Search page appears.

2.Search for and select the customer that you want to reactivate.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.

3.Select the Basic tab, if necessary.

4.Expand the Customer State section.

5.Enter a brief description of the reason for reactivating the customer in the 'State Change Reason' field.

6.Click 'Activate'.
A window confirms that the customer has been reactivated.

7.Click 'OK'.

The customer's 'State' and the 'State Change Description' fields are updated and the customer becomes editable again.

If you are reactivating a Forgotten customer it becomes editable again but all of the customer's personal information must be reentered. The fields will still display Xs.