Step 1

From the Tree Menu, search for the Customer Relationship function, and then click once on it.

Step 2

By default, system will display the screen without any data.

Step 3

Proceed to input value at the search criteria field located at the 'Customer Search Criteria' panel. Then, click once on a relevant search criterion button.

Step 4

System will retrieve records of existing customer and display accordingly at the Customer Listing pop-up window.

Step 5

Proceed to select a record of an existing customer by mousing over the record, and click once on it.

Step 6

Information of the selected record of an existing customer will be displayed at the 'Customer Information' panel, and the 'Customer Relationship Maintenance' panel.

Step 7

Click once on the button in the 'Customer Relationship Maintenance' panel to view a graphical overview of the customer relationship in relation to the first customer record (parent record). System will display Relationship Graph panel.

Step 8

Click the 'Hierarchy Down' or 'Hierarchy Up' button in the 'Customer Relationship Maintenance' panel to view an overview of the customer relationship in a hierarchical structure that has been maintained in relation to the first customer record (parent record) on relationships maintained downwards or upwards. System will display Customer Relationship Hierarchy panel.

Step 9

Step 10

System will display Customer Relationship Details pop-up window.