How do I view account information for a customer in Core iQ?

To view individual account-level information for a customer within Core iQ, navigate to their Customer Profile. On this screen, you will see a listing of every one of their accounts under the Related Accounts heading. Clicking on the blue numeric link for the account that you are interested in will take you to a page with all of the account level data that you are looking for. This is a great way to take a look at the data coming in for any particular account type, as all of the information that we have from your core data will be found here. We recommend this method for doing any sort of QA for your data feeds, as well as for when you have questions as to whether you are giving us a field in your core file or not.

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