Managing the Customer Center

Prerequisites

• The common agent has the Customer Center Management menu permission and the Edit Contacts, Batch Edit Contacts, and Import Contacts permissions. By default, a tenant administrator has this permission.

• The Customer Center feature has been enabled for the tenant space.
• The tenant parameter Display Unified Customer Contact Information has been set to Yes.

Procedure

1. Sign in to the AICC as a tenant administrator and choose Customer Center > Customer Center Management.
2. On the Public Phonebook or Personal Phonebook tab page, set search criteria to search for customer information based on the criteria.

   Table 1 GUI elements on the Customer Center Management - Public Phonebook page

   Element	Type	Description
   Search for name/mobile number	Text box	Enter the name, mobile number, or email address for searching for customer information. The value can contain 0 to 255 characters.
   Organization	Drop-down list	OU. Search criterion. OUs are classified into Unorganized and organized OUs. You can filter organized OUs by keyword. Value options: Tenant administrator: Unorganized and all OUs under the current tenant are available. Common agent: If the tenant parameter Has the tenant enabled inter-organization data isolation enforcement is set to Yes, accessible OUs are available. If the tenant parameter Has the tenant enabled inter-organization data isolation enforcement is set to No, Unorganized and all OUs are available. You can click to clear the field. You can select Include Sub-Organizations to search for customers of sub-OUs. If an OU with the number of sub-OUs exceeding the value of the system parameter Maximum number of OU organizational unit queries is selected, only the first x (the value of Maximum number of OU organizational unit queries) sub-OUs are selected. If the system parameter SCDomain on AppCube is left empty, AppCube is not integrated with the AICC. In this case, this parameter is not displayed.
   	Button	Refresh the page.
   	Button	Import customer information. This button is not displayed if the agent does not have the write permission on any OU or the Import Contacts permission.
   Batch Delete	Button	Select names and delete them. This button is not displayed if the agent does not have the write permission on any OU or the Batch Edit Contacts permission.
   Create	Button	Add customer information. This button is not displayed if the agent does not have the write permission on any OU or the Edit Contacts permission.
   Name	Label	Customer name.
   Organization	Label	OU to which a customer belongs. If the system parameter SCDomain on AppCube is left empty, AppCube is not integrated with the AICC. In this case, this parameter is not displayed.
   Contact Number	Label	Customer mobile number.
   Email	Label	Customer email address.
   Remark	Label	Customer information description.
   Create Time	Label	Time when customer information is created.
   Update Time	Label	Time when customer information is updated.
   Operation	Button group	Operations that can be performed. View: View customer information and customer contact records. Delete: Delete customer information. The Delete button is not displayed if the agent does not have the write permission on any OU or the Edit Contacts permission.

   Table 2 GUI elements on the Customer Center Management - Personal Phonebook page

   Element	Type	Description
   Search for name/mobile number	Text box	Enter the name or mobile number for searching for customer information. The value can contain 0 to 255 characters.
   	Button	Refresh the page.
   	Button	Import customer information.
   Batch Delete	Button	Select names and delete them. This button is not displayed if the agent does not have the write permission on any OU.
   Create	Button	Add customer information.
   Name	Label	Customer name.
   Contact Number	Label	Customer mobile number.
   	Button	Dial a customer number. Click on the Personal Phonebook tab page to dial a customer number.
   Remark	Label	Customer information description.
   Create Time	Label	Time when customer information is created.
   Update Time	Label	Time when customer information is updated.
   Operation	Button group	Operations that can be performed. Edit Delete The Edit and Delete buttons are not displayed if the agent does not have the write permission on any OU.

3. Add a customer on the Public Phonebook tab page.

   You can add customers one by one or import customers in batches as required.

   • Adding customers one by one
     1. Click Create.
     2. Configure customer information.

        Table 3 GUI elements on the Add Customer page

        Element	Type	Description
        Organization	Drop-down list	Set the OU to which the customer belongs. Value options: Tenant administrator: Unorganized and all OUs under the current tenant are available. Common agent: If the tenant parameter Has the tenant enabled inter-organization data isolation enforcement is set to Yes, accessible OUs are available. If the tenant parameter Has the tenant enabled inter-organization data isolation enforcement is set to No, Unorganized and all OUs are available. You can filter OUs by keyword. You can click to clear the field. If the system parameter SCDomain on AppCube is left empty, AppCube is not integrated with the AICC. In this case, this parameter is not displayed. This parameter is mandatory if the system parameter AICC__forcibleDataIsolationSwitch on AppCube is set to true.
        Name	Text box	Customer name. The value can contain 1 to 80 characters.
        Gender	Drop-down list	Customer gender. Male Female UnKnownSex
        Contact Number	Text box	Customer mobile number. Click on the right to add a mobile number. A maximum of five mobile numbers can be configured. The value can contain 0 to 20 digits.
        Email	Text box	Customer email address. Click on the right to add an email address. A maximum of two email addresses can be configured. The value can contain 0 to 128 characters.
        Company	Text box	Company to which a customer belongs. The value can contain 0 to 80 characters.
        Address	Drop-down list	Contact address of a customer.
        Address Detail	Text box	Detailed contact address of a customer. The value can contain 0 to 80 characters.
        Channel	Drop-down list+text box	Channel information. Click to add a channel. wechat twitter weibo facebook skype linkedin web line instagram telegram whatsapp Enter a customer login channel account in the text box, for example, a WeChat account. The value can contain 0 to 255 characters.
        Remark	Text box	Customer information description. The value can contain a maximum of 255 characters.

     3. Click Save.
   • Importing customers in batches
     1. Click .
     2. Click Customer Information Import Template to obtain the import template.
     3. Open the downloaded template file and configure the data to be imported by referring to Figure 1.
        Figure 1 Adding data
        
        1. customerName: This field is mandatory. Other fields are optional.
        2. customerName, additionalAddress, company, and remark: It is recommended that the values contain a maximum of 80 characters.
        3. cellPhone1, cellPhone2, cellPhone3, cellPhone4, and cellPhone5: It is recommended that the values contain a maximum of 20 characters. email: It is recommended that the value contain a maximum of 128 characters.
        4. gender: The value can only be male, female, or unKnownSex.
        5. country, province, city, and area: The values are address names preset in the address instance list. Invalid address data is not imported.
        6. Duplicate records in the table are not verified. All records are new customer records.
        7. When importing data, delete the readme sheet from the downloaded template.
     4. Save the file.
     5. Click and select the configured .xlsx file.
     6. Click Save to upload the customer information.

4. Add a customer on the Personal Phonebook tab page.

   You can add customers one by one or import customers in batches as required.

   • Adding customers one by one
     1. Click Create.
     2. Configure customer information.

        Table 4 GUI elements on the Add Customer page

        Element	Type	Description
        Name	Text box	Customer name. The value can contain 1 to 80 characters.
        Gender	Drop-down list	Customer gender. Male Female UnKnownSex
        Contact Number	Text box	Customer mobile number. Click on the right to add a mobile number. A maximum of three mobile numbers can be configured. The value can contain 0 to 20 digits.
        Remark	Text box	Customer information description. The value can contain a maximum of 255 characters.

     3. Click Save.
   • Importing customers in batches
     1. Click .
     2. Click Personal Address Book Import Template to obtain the import template.
     3. Open the downloaded template file and configure the data to be imported by referring to Figure 2.
        Figure 2 Adding data
        
        1. customerName: This field is mandatory. Other fields are optional.
        2. customerName and remark: It is recommended that the values contain a maximum of 80 characters.
        3. cellPhone1, cellphone2, cellphone3, cellphone4, and cellphone5: It is recommended that the values contain a maximum of 20 characters.
        4. gender: The value can only be male, female, or unKnownSex.
        5. Duplicate records in the table are not verified. All records are new customer records.
        6. When importing data, delete the readme sheet from the downloaded template.
     4. Save the file.
     5. Click and select the configured .xlsx file.
     6. Click Save to upload the customer information.