Customer 360° View
The Customer 360° View screen allows you to search for a person and account using various search criteria. You can then view 360° information of the person and the person's account, and vice-versa. By default, whenever you login to the application, the Customer 360° View screen appears. This screen consists of the following zone:
Related Topics
| For more information on... | See... |
|---|---|
| How to search for a person | Searching for a Person |
| How to search for an account | Searching for an Account |
| How to view the 360° information of a person | Viewing the 360° Information of a Person |
| How to view the 360° information of an account | Viewing the 360° Information of an Account |
| How to view price list assigned to a person | Viewing Price Lists Assigned to a Person |
| How to view price list assigned to an account | Viewing Price Lists Assigned to an Account |
| How to view price item assigned to a person | Viewing Price Items of the Price List Assigned to a Person |
| How to view price item assigned to an account | Viewing Price Items of the Price List Assigned to an Account |
| How to view price item associated to a product | Viewing Price Items Associated to a Product |
| How to view enrollment details of a product | Viewing Enrollment Details of a Product |
Parent Topic: Customer 360° View