Customer Summary

The Customer Summary page appears below the Customer Dashboard and uses tiles to provides access to all customer, household, and account information.

On the tiles:

  • Arrow indicating expand. Expand allows you to view Warnings, Account Relationships, Additional Information, and Recent Transactions for an account and Up and down arrow icon indicating expand. Expand all allows you to view information for all accounts appearing on the tile.
  • Account links allow you to go to the Account Summary page.

The following tiles may appear on the Customer Summary page:

Related Information

Customer Details

Customer Relationships

Search for customer information