User Guide

10.5

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User Interface

The

Customer 360

user interface contains a navigation pane on the left and a details pane on the right. Each tab in the navigation pane opens its corresponding page, such as New menu, New File Import, and Task Manager. The details pane displays details about the link you select in the left navigation pane.

The following image shows the

Home

page of

Customer 360

has the following tabs:

Home: The Home page is your dashboard and monitoring page. The page contains the tasks panel, records panel, and a collection of charts. The charts give a visual summary of the customers and task details. Managers and administrators can view a list of review tasks in the tasks panel. The records panel lists the records that you have submitted or saved as drafts.
New: The New page lists the type of master data that you can add. Your user role must permit you to add the master data. Use the New tab to add records.
Search: The Search page contains the search results. Use the Search page to find records. You can open a record from the search results.
Task Manager: The Task Manager page displays the tasks that are assigned to you and all unclaimed tasks. Use the Task Manager to organize, claim, and resolve tasks that the review processes generate.
My Records: The My Records page contains the list of drafts, submitted records, and the details pane. When you create a record, you can save the data as a draft. Use the My Records page to find, edit, and delete drafts. When a draft is complete, you can submit the draft for approval.
New File Import: The New File Import page contains the options to import data into
Customer 360
.
Ad Hoc Match: The Ad Hoc Match page contains the options to perform an ad hoc match to compare the records you import with existing records.