Managing Customer Snapshot Templates

Overview

Customer Snapshot template management includes the following tasks:

• Specifying a default template used if a user does not have an assigned template. You must specify one of the templates as the default.

• Activating templates so that they can be assigned to users.

• Assigning templates to users.

• Renaming a template.

You can make the Snapshot the first screen that appears when users select a customer by giving the user two role capabilities: View Customer Snapshot and Make Customer Snapshot default landing screen.

Related topics

• Specifying and Renaming a Default Customer Snapshot Template

• Assigning and Activating a Customer Snapshot Template from the View Designer

• Assigning a Customer Snapshot Template from the User Details Screen

• Customizing the Customer Snapshot