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Navigation: Customer Services

Customer Services - Customers

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Customer-Tab-7.29

The following sections describe the Customer Services - Customer pages:

Customer Services - Customer Pages

Customer Services - Customer|Search Page

Customer Services - Customer|Basic Page

Customer Services - Customer|Advanced Page

Customer Services - Customer|Notes Page

Customer Services - Customer|Users Page

Customer Services - Customer|Links Page

Customer Services - Customer|Entitlements Pages

Customer Services - Customer|Entitlements|Memberships Page

Customer Services - Customer|Entitlements|Benefits Page

Customer Services - Customer|Entitlements|Passes Page

Customer Services - Customer|Entitlements|Offers Page

Customer Services - Customer|Activities Page

Customer Services - Customer|Calendar Page

Customer Services - Customer|Opportunities Page

Customer Services - Customer|History Pages

Customer Services - Customer|History|Orders Page

Customer Services - Customer|History|Payments Page

Customer Services - Customer|History|Payment Plans Page

Customer Services - Customer|History|Correspondence Page

Customer Services - Customer|History|Gifts Page

Customer Services - Customer|History|Bundles Page

Customer Services - Customer|History|Events Page

Customer Services - Customer|History|Request Page

Customer Services - Customer|History|Seats Page

Customer Services - Customer|History|Gift Certificates/Cards Page

Customer Services - Customer|History|Miscellaneous Items Page

Customer Services - Customer|History|Passes Page

Customer Services - Customer|History|Points Page

The Managing Customers section outlines how to create and maintain customers:

 

Creating a Customer

Contacts

Linked Customers

Customer Addresses

Customer Associations and Message Sources

Customer Affiliations

Saving Customer Payment Information

Transferring Account Balances

Customer States

Entitlements - Memberships, Benefits, Passes and Offers

Customer Memberships

Customer Benefits

Customer Passes

Customer Donation Opportunities

Using the Customer Biography Report

Creating an Online Customer

Customer Passwords

Duplicate Customers

Deleting a Customer