Viewing the 360° Information of a Person
Procedure
To view the 360° information of a person:
- Search for the person in the Customer 360° View screen.
-
In the Search Results section, click
the View (
) icon corresponding to the person whose details you want to view.
The Person tab appears in the Customer 360° Information screen. It contains the following zones:
-
Note: The Person Hierarchy zone does not appear when you are viewing the 360° information of a person whose person type is set to Parent Customer.
-
Product Enrollment Information
Note: By default, the Product Enrollment Information zone does not appear in the Customer 360° Information screen. It appears when you click the Broadcast (
) icon corresponding to the product in the Enrolled Products zone.
- View the basic details of the person in the Person Information zone.
- View the characteristics of the person in the Person Characteristics zone.
- View the accounts linked to the person in the Linked Accounts zone.
-
If required, you can view the details of the account to
which the person is associated in the Account tab.
Note:
If you are viewing the 360° information of a parent customer, the following zones appears in the Account tab when you click the View (
) icon corresponding to the account in the Linked Accounts zone:-
Account Information
-
Account Persons
-
Enrolled Products
-
Auto Pay Details
-
Account Characteristics
-
Timeline
-
Billing History
-
Payment History
-
Dispute Details
-
Hold Details
-
Overdue Process Details
-
Trial Bills
-
- View the accounts and the child persons and its accounts where the person is the main customer in the Person Legal Hierarchy zone.
- View information about how and when the person was contacted in the Customer Contacts zone.
- View the products for which the accounts of the person are enrolled in the Enrolled Products zone.
- View information about the products for which the accounts of the person are enrolled in the Product Enrollment Information zone.
-
If required, you can view the details of the product for
which the accounts of the person are enrolled in the Product
and Pricing tab.
Note:
If you are viewing the 360° information of a parent customer, the following zones appears in the Product and Pricing tab when you click the View (
) icon corresponding to the product in the Enrolled
Products zone:-
Product
-
Price List Assignments
-
Price List Price Items
-
Effective Price Assignments for Person
-
Related Topics
| For more information on... | See... |
|---|---|
| How to search for a person | Searching for a Person |
| Customer 360° Information screen | Customer 360° Information |
| Person tab | Customer 360° Information - Person |
| Account tab | Customer 360° Information - Account |
| Product and Pricing tab | Customer 360° Information - Product and Pricing |