Online Help Home > Customer Analysis > Customer Snapshot > Viewing the Customer Snapshot

Viewing the Customer Snapshot

Procedure

To view the Customer Snapshot:

  1. Select the customer. How?

  2. Select the Customer Snapshot tab.
    The Customer Snapshot appears.

  3. To change the Customer Snapshot display, use the following table:

To make this display change...

Do this...

minimize a section

Click the - button.
The section header appears without showing the fields.

maximize a section

Click the maximize button.
The section expands to show its fields.

hide a section

Click the remove icon .
The section is removed from view for this session.

Note: To restore the section, refresh the screen.