Search Results Preview Panel

Preview column with an image to indicate preview on the Search Results page.

If the system locates more than one result from your customer search, then the Search Results page includes a Preview column to open the Preview panel. The Preview panel provides Summary, Accounts, and Relationships tabs to view customer information and to verify your customer before continuing your search.

If the system locates more than one result from your account search, then the Preview panel provides Summary, Transactions, and Relationships tabs to view account information and to verify your account before continuing your search.

Related information

Search for customer information