Communities
A collaborative platform to connect and grow with like-minded Informaticans across the globe
Product Communities
Connect and collaborate with Informatica experts and champions
Discussions
Have a question? Start a Discussion and get immediate answers you are looking for
User Groups
Customer-organized groups that meet online and in-person. Join today to network, share ideas, and get tips on how to get the most out of Informatica
Get Started
Community Guidelines
Knowledge Center
Troubleshooting documents, product guides, how to videos, best practices, and more
Knowledge Base
One-stop self-service portal for solutions, FAQs, Whitepapers, How Tos, Videos, and more
Support TV
Video channel for step-by-step instructions to use our products, best practices, troubleshooting tips, and much more
Documentation
Information library of the latest product documents
Velocity (Best Practices)
Best practices and use cases from the Implementation team
Learn
Rich resources to help you leverage full capabilities of our products
Trainings
Role-based training programs for the best ROI
Certifications
Get certified on Informatica products. Free, Foundation, or Professional
Product Learning Paths
Free and unlimited modules based on your expertise level and journey
Resources
Library of content to help you leverage the best of Informatica products
Tech Tuesdays Webinars
Most popular webinars on product architecture, best practices, and more
Product Availability Matrix
Product Availability Matrix statements of Informatica products
SupportFlash
Monthly support newsletter
Support Documents
Informatica Support Guide and Statements, Quick Start Guides, and Cloud Product Description Schedule
Product Lifecycle
End of Life statements of Informatica products
Ideas
Events
Change Request Tracking
Marketplace
English
  • MDM - Customer 360 10.5 HotFix 3
  • All Products

Table of Contents

Search

  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Working with Draft Records
  6. Finding Records
  7. Editing Records
  8. Managing Record Versions
  9. Importing Bulk Data
  10. Viewing Tasks
  11. Participating in Review Processes
  12. Managing Tasks
  13. Resolving Duplicates
  14. Investigating Data Changes
  15. Investigating Relationships
  16. Creating Customer Profiles on the Customer Portal

User Guide

User Guide

Back Next

Customer Dashboard

Customer Dashboard

A customer dashboard displays all relevant information of the customer. The dashboard displays customer details, such as contact information, financial data, preferences, previous purchases, hierarchies, tweets, and attached documents.
You cannot edit the data in a dashboard view.
The following image shows the dashboard view of a customer record: Dashboard view of a person customer displaying the customer data.
The Product Details panel displays the product purchase history of the customer. Each product in the panel is a link that you open and view the product details.
The following image shows the details of a product: Details of a product from the Product Details panel of a customer dashboard.
The Hierarchies panel displays how a record is related to other records in a hierarchical format. A record can belong to multiple hierarchies. If an MDM Hub administrator defines a default hierarchy, the Hierarchies panel displays the default hierarchy for the record. Otherwise, the Hierarchies panel displays a list of hierarchies to which the record belongs. You can then select a hierarchy that you want to view. After you select a hierarchy, you can click a record to view the record details.
The Documents panel displays the list of documents that belong to a customer. You can filter, sort, and download the documents.
0 COMMENTS
We’d like to hear from you!