Viewing the Inactive Customer's Account Details
Procedure
To view the details of the inactive customers account:
- Search for the customers under the relationship manager in the RM Workbench zone.
-
In the Customer Metrics zone, click
the Inactive Customers tile whose details you
want to view.
The Inactive Customer Details screen appears.
- Ensure that the Main tab is selected.
-
In the Inactive Customer Details zone, click the Broadcast () icon corresponding
to the customer information whose account details you want to view.
The Inactive Customers Account's Details zone appears.
- View the inactive customers accounts details in the Inactive Customers Account's Details zone.
Related Topics
For more information on... | See... |
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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 |