Navigation:  How to Grade Customers > Customer Grading Schedule Screen

 

The Customer Grading Schedule allows you to define the grading parameters for your customers.  This grading schedule will determine the color of their Customer Index Bubble and may be incorporated into internal policies and procedures.

 

See the following example.

 

You can toggle between bank parameters and default parameters using the <Switch to Default Parameters> button at the bottom left of the screen. You can also add, edit, delete, reset and save when you are setting up new bank parameters.  Click the <Re-Grade> button to regrade all your customers using new parameters.

 

See Also:

 

For more information on designing CIS screens, see the following help:

 

Bank Parameter Setup Screen