Using Interactive Features on the Customer Hierarchy Chart

Field or Control	Description
View	Select a Node View name from the drop down list. Node views are defined on the Node Template page; the views available and the default view depend on your selection in the Template field.
Full Hierarchy	Select this check box to view all relationship levels in the customer hierarchy structure for the selected customer. By default, the chart displays three levels in the customer hierarchy: the selected customer’s parent, siblings, and children.
(Position Dial icon)	Use the Position Dial to navigate left, right, up, or down on the chart.
(Zoom Slider icon)	Use the Zoom Slider to adjust the zoom level, or level of detail in the nodes. Click + (plus) at the top or slide the control up to increase the detail, and click – (minus) or slide the control down to decrease the detail, depending on the zoom levels defined for a node view. Zoom levels are defined on the Node Template page.
Clickable value link	Click the link to display more information about the value. Clickable values are defined on Customer Data Field page, for any type of data field.
Customer Related Actions	Click to select from a system-defined list of related actions to open a secondary page: Recent Items - Click this link to view the customer’s eight most recent items, based on the Posted Date of the item. Recent Payments - Click this link to view the customer’s eight most recent payments, based on the received date of the payment. Customer On Hold - Click this link to access the related action goes to the Customer Messages page, where you can create a Hold message for the customer. From this page, you can also click a General Info link to exit the Customer Hierarchy chart and open the customer’s profile. Note: Related actions are delivered as system data with the Customer Hierarchy, however, they are configurable using PeopleTools Security. See the product documentation for developing and configuring related content in PeopleTools: Portal Technology.