Customer 360° View
The Customer 360° View screen allows you to search for a person, its accounts, and policies using various search criteria. It contains 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 search for a policy | Searching for a Policy |
| 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 the 360° information of a policy | Viewing the 360° Information of a Policy |
| How to view the pricing information of a parent customer | Viewing the Pricing Information of a Parent Customer |
| How to view the pricing information of a bill group | Viewing the Pricing Information of a Bill Group |
Parent Topic: Customer 360° View