View Customer in 360

Explanation

Use this functionality to get a 360 degree view of the selected customer. The Customer 360 includes assorted information related to the customer in detail. The main purpose of this lobby is to act as a hub for several customer processes and could be used by all users interested in a complete customer view.

When running this lobby it is important to understand what each element actually displays. The summary elements displays information filtered on the desired customer, the selected company and when applicable filtered on the sites each user is allowed to access. The Credit Information element displays all data for the selected company.

In some elements is possible to navigate to corresponding source page, form where the data is received. Use appropriate links in elements, where applicable.

Prerequisites

The customer must exists as a customer in the system.

System Effects

None. Customer information is analyzed by the user.