Invoking the Single Customer View

You can invoke the Single Customer View in the following ways:

•      From a widget.  More details are provided in the Dashboard Designer documentation.  Selecting the Single Customer View option displays the interface in a new tab in RPI.  You can open more than one Single Customer View at the same time, if required.

•      From the same option, exposed within the quick access menu

Note that access to the Single Customer View is controlled via the Single Customer View functional permission.  If none of the user groups of which you are a member are associated with this permission, you will not be able to access the Single Customer View.