RM Workbench
The RM Workbench zone allows you to search for a customer using various search criteria. It contains the following fields:
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Search Criteria- The Search Criteria contains the following fields:
Field Name Field Description Mandatory (Yes or No) Period From Used to indicate the period from when the customer is active. Note: By default, month and year is selected.Yes Period To Used to indicate the period till when the customer is active. Note: By default, month and year is selected.Yes Relationship Manager Used to search customers which belong to a particular relationship manager. Note: The list includes only those users where the Supervisor Role Flag (C1SUPFLG) charateristic is set to Y.Yes Division Used to search customers which belong to a particular division. No Customer Segment Used to search for a customers which belong to a particular customer segment. Note: The list includes only those values which are defined in the CUST_SEG_FLG lookup field.No Customer Tier Used to search for a customers which belong to a particular customer tier. Note: The list includes only those values which are defined in the CUST_TIER_FLG lookup field.No Note:You must specify at least one search criterion while searching for customers. One more search criterion is required when you are searching for customers using the division and/or customer segment.
If you have specified any other search criterion along with the system ignores the additional search criterion and searches using the respectively.
Related Topics
For more information on... | See... |
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Searching for a customer | Searching for a Customer |
Searching for an account | Searching for an Account |
How to view RM Customer Compare UI | Viewing the RM Compare UI |