Setting Up Your Home Page Watch List

Overview

You can add customers to your Home Page My Watch List and can select up to three metrics to track these customers. If the Watch List has 10 or more customers, you can print it as a report.

You can add customers to your Watch List from the following screens:  

• customer's Basic screen

• Customer Search screen

Related topics

• Selecting Metrics for Your Home Page

• Printing the Watch List Report

• Adding Customers to Your Watch List from Customer Search

• Adding Customers to Your Watch List from the Basic Screen

• Removing Customers from Your Watch List