Viewing the RM Compare UI

Procedure

To view the RM compare UI:

  1. Search for the customers in the Relationship Manager Workbench screen.
  2. In the Customer Hierarchy zone, click the checkbox corresponding to the Customer Identifier column whose comparison you want to view.
  3. 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.
  4. 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