Viewing the RM Compare UI
Procedure
To view the RM compare UI:
- Search for the customers in the Relationship Manager Workbench screen.
- In the Customer Hierarchy zone, click the checkbox corresponding to the Customer Identifier column whose comparison you want to view.
-
In the Customer Hierarcy zone, click
the Compare button available in th right corner
of the section.
The RM Customer Compare UI window appears.Note: The Compare button appears when the more than one customers selected in the Customer Hierarchy zone.
- View the comparison for the customers in the RM Customer Compare UI screen.
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 Hierarchy zone | Customer Hierarchy |