Customer 360° Information
The Customer 360° Information screen allows you to view:
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Basic details, characteristics, hierarchy, linked accounts, and the customer contacts of a person
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Basic details, characteristics, linked persons details, auto pay details, billing history, payment history, dispute details, hold details, and overdue process details of the person's account
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Details of price list and price list price items, effective price assignments for account, effective price assignments for person
This screen consists of the following tabs:
Note: If a person does not have an account, no data appears in the Account tab.
Related Topics
| For more information on... | See... |
|---|---|
| How to view 360° information of a person | Viewing the 360° Information of a Person |
| How to view 360° information of an account | Viewing the 360° Information of an Account |
Parent Topic: Customer 360° View