Viewing the Inactive Customer's Details

Procedure

To view the details of the inactive customers:

  1. Search for the customers in the Relationship Workbench Manager screen.
  2. In the Customer Metrics section, click on the Inactive Customers tile whose details you want to view.
    The Inactive Customer Details screen appears.
  3. View the details of the inactive customers in the Inactive Customer Details zone.

Related Topics

For more information on... See...
How to search for a customer Searching for a Customer
How to search for an account Searching for an Account
Relationship Manager Workbench screen Relationship Manager Workbench
Customer Metrics zone Customer Metrics