Viewing Basic Details
Access the Basic Details tab to view a customer's primary identity and contact information.
About this task
The Basic Details section acts as the primary landing page for a customer profile. It summarizes personal identifiers and location data.
Procedure
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On the Customer One View page, enter a unique identifier
(such as an encrypted ID or email) in the search field and click
Search.
The system displays the customer's landing page, showing high-level metrics such as Conversions, Revenue, and a communication sent by channel chart.
- Review the Basic Details pane on the left to confirm core identity data, including Gender, Age, and City.
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To access granular data, click the See More link at the bottom of the Basic Details section.
The Customer Attributes dialog box opens.
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Select the following tabs within the dialog to view specific information:
- Basic Summary: View contact identifiers like
EMAIL_ADDRESSandMOBILE_NUMBER. - Products: Review lists of active and closed products associated with the customer.
- Attributes: Examine technical flags, such as
preferredContactTimeProbabilityand thect_encrypted_id. - Device Summary: Analyze the hardware and software used by the customer, such as OS Type and Browser.
- Basic Summary: View contact identifiers like
Results
The profile view provides a comprehensive understanding of the customer's value, reachability, and technical environment.