This main tab of 360 Degree View displays information about the Person in context. You can navigate to this zone in one of the following ways:
After searching for a person or account in the 360 Degree Search, clicking on the Name column in the results brings you to this tab.
If a person is in context, you may use the Go To 360 Degree View in the person's context menu to navigate here.
The tab contains the following base zones:
Person Overview: displays the person's name, their primary id, any alias names, phone numbers and email address.
Person Tree: displays various information related to the person in tree format. For example, it displays the person's accounts, the account's tax types, and the tax roles for each tax type. It also shows any related persons and addresses related to the person or tax role.
Accounts: displays a list of all the accounts to which this person is linked. Only accounts that the current user has security access to are shown.
Click the broadcast button to broadcast this account to other zones.
Click the 360 button to navigate to the Account tab to view data for this account. If this account is not the one displayed in the dashboard, the dashboard is refreshed with this account.
Related Assets Tree: displays assets where this person is a current owner or where this person is linked as a related person.
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