AudienceView Unlimited 7  Product Guides

List

Where the Lists Appears/is Used

Possible Reasons Why the List Would be Modified

Associations

Numerous areas of the application.

Associations can be assigned to customers to identify the relationship between a customer and various aspects of your organization, so that customers can more accurately be targeted for marketing purposes. For example, by setting the 'Association' on a venue and some merchandise to Opera you can target those customers who purchased tickets to the opera and/or a related T-shirt with future opera offers. The same customers would not be targeted with Ballet offers unless they purchased something with a Ballet 'Association'.

The values entered in the 'Key' field of the Associations list must be in sequential, numeric order (1, 2, 3, 4).

For more information, refer to Customer Associations and Message Sources.

By adding values to this list, your organization can added associations to customers.

Customer Keywords

Customer Services - Customer|Basic page 'Keywords' field

Keywords can be assigned to customers via the Customer Services - Customer|Basic page, and customers can select them when they are creating/modifying an online customer. The default values include various musical genres. These values may not apply to a theatre or sports arena.

By adding and modifying values in this list, keywords that are more specific to your organization can be selected by customers.

Customer Class

Customer Services - Customer|Basic page 'Customer Class' field

Customers can be assigned a Customer Class that can identify them as being part of a specific group or organization (Board Member, Corporate Sponsor, Press, School Group).

By adding values to this list, different classes of customers can be created (Staff Member, Alumni)

Digital Wallet Organization Name

General Configuration - Tickets|Digital Wallet page 'Organization Name' dropdown.

The name of the company associated with the event that will be displayed on the lock screen and by apps such as Mail when customers have tickets in their digital wallets.

The 'Key' and 'Label' must match.

Fill Legend Value

Event Configuration - Admission Management|Best Available

By adding values to this list, fill zones are created and given an integer value (the 'Key'). Gradient colours are automatically assigned to the entries when viewed on the Event Configuration - Admissions Management|Best Available page.

Link Name

•Correspondence - Message|Build page when inserting a link

•Content Management - Article|Text page when inserting a link

•Business Intelligence and Report - Business Intelligence various pages (Correspondence BI queries using the Response Link Name criteria or a Customer BI queries using the Correspondence Response Link Name)

The Link Name list is used to categorize links within articles and correspondence messages.

By adding values to this list, different categorizations can be defined.

Location

•In the Welcome dropdown on the Desktop

•In the pop-up when you press SHIFT+S

Locations describe a physical location, such as a building or office. You can configure locations to help your users select appropriate devices. Once you configure locations, you can associate printers to them.

META Tags

•Content Management - Sites|Applications page when inserting meta tags for a site

•Content Management - Articles|Applications page when inserting meta tags for an article.

The META Tags list is used to define the types of meta tags that can be inserted into an article or site.

By adding values found at w3schools.com - meta name properties to this list, you can use additional meta tags.

Miscellaneous Membership Category

Miscellaneous Merchandise Category

Miscellaneous Other Category

Miscellaneous Passes Category

General Configuration - Miscellaneous Items|Details page 'Category' field (depending on what has been selected from the 'Type' dropdown.

These four lists are used to create cateogries for each of the available miscellaneous items 'Types'.

By adding values to these lists, you can further categorize/group your miscellaneous items. The Miscellaneous Merchandise Category list is particularly useful if your organization is using the point of sale interface (POS).

Modes

•The Registry

•Application Security - User|Attributes and Group|Attributes page

The modes list is used to define the applicable fields/nodes as 'Readable', 'Writeable', 'Unbound', 'Persistable', 'Optional' and 'Masked'.

To sort the fields in the order outlined above (the order that the fields appeared in past versions of AudienceView Unlimited) set the 'Sort Options' dropdown on the General Configuration - List|Basic page for the modes list to Numeric Ascending by Key.

For more information, refer to Specifying a List’s Sort Order.

Note Type

Anywhere that notes can be created.

Each time that a note is created a Note Type must be assigned (Customer Complaint, Benefit).

By adding values to this list, different note types can be created (Compliments).

Do not disable the Customer Pop-up list entry.

Note Statuses

Anywhere that notes can be created.

Notes can be assigned to members of your organization for various reasons. Selecting a Note Status identifies which stage of progress that the note is currently in (Not Started, In Progress, Completed, Waiting, Deferred).

By adding values to this list, different statuses can be used (Awaiting Approval).

Payment Method Types

Anywhere that payment method types are used, including reports.

When you have created a new payment type, the new payment type should be added to the payment method type list so that it can be reported on.

When you add the new payment type to the list, you must ensure that:

•The value entered in the 'Key' field matches what was entered in the 'Node Name' field in the Registry

•The value entered in the 'English' field matches what was entered in the 'Label' field in the Registry

Performance Keyword

Event Configuration - Event|Basic page 'Keywords' field, if the list is bound to the field.

If the Performance Keyword list is bound to the Event Configuration - Event|Basic page 'Keywords' field it can be used to select applicable keywords for the event (Classical, Rock, Elton, John)

By default, this list does not contain any entries.

Performance Types

Anywhere that event types are displayed.

Events can be assigned a Performance Type (Evening, Matinee).

By adding values to this list, different event types can be used (Weekend, School Group).

Contract Groups

Event Configuration - Contract|Basic page

Contracts can be assigned to a Group (if contracts are specific to a collective or organization).

By adding values to this list, different contract groups can be used.

Receipt Templates

•Utilities - Pledges|Tax Receipts page

•Business Intelligence and Reports - Business Intelligence|Results page

Mail merge tax receipt templates can be created (in Microsoft Word) and stored locally, so that customer information can be populated.

For more information, refer to Tax Receipts and Thank You Letters.

When a new tax receipt template has been created, it will need to be added to this list.

Report Folders List

Business Intelligence and Reports - Saved Reports|Reports page, , if the list is bound to the Registry - Registry::EN::Collection Object::TSreportCO::Fields::Folder node's 'List' field.

Modified reports can be saved to specific folders to help classify and organize them.

By adding values to this list, different folders can be used.

Series Keyword

Event Configuration - Series|Basic page 'Keywords' field, if the list is bound to the field.

If the Series Keyword list is bound to the Event Configuration - Event|Basic page 'Keywords' field it can be used to select applicable keywords for the event (Classical, Rock, Elton, John)

By default, this list does not contain any entries.

Service Charge Types

Anywhere that charge types are listed.

When charges are created, they are assigned a type. The default charge types are commission, Service Charge and Tax. Two other options, User Tax1 and User Tax2, are also available, but by default they are disabled.

By adding values to this list, different charge types will be available (Federal Tax, Provincial Tax).

Site URLs

Correspondence - Message|Build page when using the various options under the 'Build Link' button.

When building a link to an event, bundle, article of miscellaneous item, you must select the base site URL of your website (main address/home page) from the 'Base Site URL' dropdown.

By adding values to this list, different base site URLs can be used.

short TSorderBO parameters

General Configuration - Ticket|Elements page when entering 'Computed Values'.

When creating a ticket template, computed values enable you to insert data from the order on to the ticket.

By renaming these values, selecting the correct options can be more intuitize depending on your organization's need.

Thank You Templates

•Utilities - Pledges|Thank You Letters page

•Business Intelligence and Reports - Business Intelligence|Results page

Mail merge thank you letter templates can be created (in Microsoft Word) and stored locally, so that customer information can be populated.For more information, refer to Tax Receipts and Thank You Letters..

When a new thank you letter template has been created, it will need to be added to this list.

Transaction Type

In the 'Payment Transaction Type' in the Payments dialog box when 'Add Payment' is clicked on the Customer Services - Order|Summary page.

To enable the Payment Authorization functionality (using payment gateways that support it), the Authorize option must be enabled on the General Configuration - List|Entries page.

For more information, refer to Enabling Payment Authorization.