Overview
Customer Views are used to define the set of properties that are displayed when searching for a record in the Single Customer View interface.
The video below walks through creating a customer view and viewing search results in the Single Customer View report.
Creating a customer view
To create a customer view:
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From the Quick Access menu, go to Management > Configuration.
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Choose Customer Views from the left-side menu.
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Select the green plus icon from the toolbar to create a new customer view.
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On the Details tab, fill in the following fields:
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Name
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Default view: an optional checkbox to make this view the default when using the Single Customer View report.
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Audience definition: choose the audience definition you’d like to use from the dropdown menu.
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Go to the Attribute Groups tab.
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Use the Add Group plus sign to create groups for your attributes.
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Choose the group you’d like to add an attribute to, and select the Add Attribute plus sign.
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Select the Attribute field to search for and choose an attribute you’d like to view in the Single Customer View report.
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Repeat steps 7 and 8 until you’ve added all the attributes you’d like to have available in the Single Customer View report.
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Select the Save icon in the top toolbar to save the Customer View.
Now that you have a Customer View created, the Single Customer View report is ready to use.