3.1 Customer Information

Information on the Customer Information tile in Credit 360 interface.

The Customer Information tile displays basic information about the selected customer.

Figure 3-1 Customer Information


Description of Figure 3-1 follows
Description of "Figure 3-1 Customer Information"

  1. To view the customer’s industry details, click Industry Iconthe industry icon.
    The Industry Details window is displayed.

    Figure 3-2 Industry Details


    Description of Figure 3-2 follows
    Description of "Figure 3-2 Industry Details"

  2. To exit the Industry Details window, click Close.
  3. To view the entity overview, click the Tree View icon.
    The Entity Overview window is displayed.

    Figure 3-3 Entity Overview


    Description of Figure 3-3 follows
    Description of "Figure 3-3 Entity Overview"

  4. To change the layout of the entity overview, click the settings icon.
    Layout options are displayed as shown below.

    Figure 3-4 Entity Overview - Layout


    Description of Figure 3-4 follows
    Description of "Figure 3-4 Entity Overview - Layout"

  5. Select the required Layout and Link.
    The entity overview is changed to the selected layout.

    Figure 3-5 Entity Overview Right Click Options


    Description of Figure 3-5 follows
    Description of "Figure 3-5 Entity Overview Right Click Options"

    Mouse hovering on the entity icon displays the basic details about the entity.
  6. To View or Quick View the entity details, right click the entity icon and select the required option.
  7. To exit the Entity Overview window, click Close.