How to Get a Complete 360 Degree View of all the Cases, Invoices, Contacts, etc. to be viewed by a Customer?

Updated on July 26, 2017 07:56pm by Admin

Yes, you can create Contacts, Leads, Invoice, Cases, Opportunities, Orders, Work Orders, Estimates and Projects from the Customers App.

When you create these objects it will give you a 360 view of everything that’s been associated with that customer. From here you can create the objects for the customer.

If you want to delete the record of any particular customer, you can also remove the association. These modifications will be reflected in the concerned apps also.

Steps to View 360 Degree

  1. Log in and access Customers App from universal navigation menu bar.
  2. Select "Lists" drop down. Click on "Show All" from the left navigation panel.
    show-all 
  3. You can view all customers in the dashboard.
    more 
  4. Click on "More" icon to overview customer information.
  5. Navigate to “360 Degree” tab from the customer overview page.
  6. You will then see a drop down of all associated Apps with this customer. You can also directly create an object.
    360-view

Related Links