Viewing the Inactive Customer's Account Details

Procedure

To view the details of the inactive customers account:

  1. Search for the customers under the relationship manager in the RM Workbench zone.
  2. In the Customer Metrics zone, click the Inactive Customers tile whose details you want to view.
    The Inactive Customer Details screen appears.
  3. Ensure that the Main tab is selected.
  4. 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.
  5. View the inactive customers accounts details in the Inactive Customers Account's 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