Viewing the Person Details
Prerequisites
To view the details of a person, you should have:
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An algorithm defined using the C1-AC-INFO algorithm type and attached to the Account Information system event in the Algorithms tab of the Installation Options — Framework screen
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An algorithm defined using the PERS-INFO algorithm type and attached to the Person Information system event in the Algorithms tab of the Installation Options — Framework screen
Procedure
To view the details of a person:
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Do either of the following:
If you want to... Then Access the Person View screen through the Customer 360° View screen -
Search for the person in the Customer 360° View screen.
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In the Search Results section, click the Show Context Menu () icon corresponding to the person whose details you want to view.
A menu appears.
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Click the Go To Person View menu option.
Access the Person View screen through the Person screen -
Click the Menu link in the Application toolbar.
A list appears.
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From the Main menu, select Person Information and then click Person.
A sub-menu appears.
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Click the Search option from the Person sub-menu.
The Person Search window appears.
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Search for the person in the Person Search window.
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In the Search Results section, click the person whose details you want to view.
The Person screen appears.
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Click the Show Context Menu () icon corresponding to the Person ID field.
A menu appears.
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Click the Go To Person View menu option.
Access the Person View screen through the Current Context zone on the dashboard -
In the Current Context zone, click the Show Context Menu () icon corresponding to the person information string.
A menu appears.
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Click the Go To Person View menu option.
The Person View screen appears. It contains the following zones:
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Person Information
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Person Tree
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Person Characteristics
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Person Relationship
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Person Relationship Characteristics
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- View the details of the person in the Person Information zone.
- View the accounts linked to the person in the Person Tree zone.
- View the characteristics of the person in the Person Characteristics zone.
- View the child persons included in the person’s hierarchy in the Person Relationship zone.
- View the characteristics of the person to person relationship in the Person Relationship Characteristics zone.
Related Topics
For more information on... | See... |
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Person View screen | Person View |
Person Information zone | Person Information |
Person Tree zone | Person Tree |
Person Characteristics zone | Person Characteristics |
Person Relationship zone | Person Relationship |
Person Relationship Characteristics zone | Person Relationship Characteristics |