User Guide

Spring 2019

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Customer 360 View

Use the Customer 360 view to get a detailed view of an account and its children.

You can view the account hierarchy and the details of records that belong to an account. You can also search for accounts within the hierarchy. You can sort the records based on the fields.

The following image displays the details of contact records of the entire hierarchy:

Customer 360 page displays records based on the object type and the node type. The page displays contact records of the entire hierarchy.

Filter based on alphabets

Filter based on node type

Filter based on object type

Filter based on conditions

Search for nodes within hierarchy

You can sort the numeric fields.

Do not sort the long text area and rich text area fields.

You can filter the records in the following ways:

Filter based on Alphabets: You can alphabetically filter the text fields.
Filter Based on Object Type: You can filter records based on the object type.; Use one of the following object types:
Contacts
Leads
Opportunities; Default object is Contacts. You can change the display order of the objects that you view in the Customer 360 page. The object that you move to the top functions as the default object.; You can also create additional objects based on your requirements.
Filter Based on Node Type: You can filter records based on the node type.; Use one of the following options:
Entire Hierarchy
Selected Node
Selected Node and its immediate children; Default node is Selected Node.
Filter Based on Conditions: You can filter the records based on conditions. In the
Customer 360
page, click
Add/Edit Filters
to specify the filter criteria.; For example, if you select MailingCountry as the field and equals as the operator and enter
United States
as the value, Cloud MDM searches for records that has
United States
as MailingCountry.