Body
Customer Quick View Components
Customer information such as a
constituent’s committee involvement, membership, program/sections involvement,
and primary contact information will display within the Quick View screen.
To read the customer
Quick View components:
- The following components of the details
screen are viewable to users.
- Customer ID: The master customer ID and the
AOA Member ID number for the constituent.
- Last First Name: Is the name of the constituent formatted
by their last name followed by the first name
- Membership Begin/End Dates: The dates the current membership
begins and ends for the current membership cycle.
- Product Code: The code is the membership type
for the constituent. For more information about constituent membership
types, check out this knowledge base article.
- Rate Code: The rate code for a membership
determines the price level. Rates can vary for membership products (e.g.
Ascending 1, Student, Post Graduate Year 1, etc.)
- Constituents Program and Section involvement
is displayed as read-only checkboxes on the right side of the screen.
These indicate the provider’s involvement with the InfantSee® program,
VisionUSA program, and if they are a Contact Lens and Cornea Section
member.
- Click the Edit Customer button to
open the CRM360® record for the provider.
- Individuals who are Deceased show a
text box which indicates this in the details section. This is in the Customer
Status box.
- Individuals who are not current
members of the AOA will show Not Current Member in the Product Code
field.
- Individuals who are members of the
AOA yet their membership has been suspended will appear in the Quick View
screen. The Product Code field will indicate SUSPENDED.
- Contact Information for the
individual will appear within the Details section of the screen. This
will include the addresses on file as well as indicate which address is the
Ship-to Address.
- Additional contact and demographic data
will appear below the address grid. This will include the following:
- Home Phone: The phone number indicated with
a location of home.
- Work Phone: The phone number indicated with
a location of work.
- Primary Email: The primary email address on
file for that constituent.
- Last Updated: The last time the primary email
address was updated.
- SSO Web User ID: The ID/Username the constituent
uses to login to the AOA website to view member protected content,
purchase items from the marketplace, and update their MyAOA profile.
- Birth Date: The date of birth we have on
file for the constituent.
- Gender: The indicated gender we have on
file for the constituent.
- A constituent’s committee involvement
is displayed on the Quick View screen. This will include the Begin
Date and End Date of their involvement.
