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Planview Customer Success Center

Different users see same customer category with a different name

QUESTION:
When using the customer tree view, for different users the same customer appears in different categories. For user A it appears under 'Active Customers'. For user B it appears under 'South West'. Which one is right and how can we fix it?


ANSWER:
Both are right. The customer tree view can be displayed by account type or by sales region. Each user can choose this setting for himself.