Managing the Customer Center

Prerequisites

• The agent has the Customer Center Management menu permission. 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. Set search criteria to search for customer information based on the criteria.

   Table 1 GUI elements on the Customer Center Management page

   Element	Type	Description
   Search for name/phone/email	Text box	Enter the name, mobile number, or email address for searching for customer information. The value can contain 0 to 255 characters.
   	Button	Refresh the page.
   	Button	Import user information.
   BatchDelete	Button	Select names and delete them.
   Create	Button	Add customer information.
   Name	Label	Customer name.
   Phone	Label	Customer mobile number.
   Email	Label	Customer email address.
   Remark	Label	Customer information description.
   CreateTime	Label	Time when customer information is created.
   UpdateTime	Label	Time when customer information is updated.
   Operation	Button group	Operations that can be performed. View: View customer information and customer contact records. Delete

3. Add a customer.

   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 2 GUI elements on the Add Customer page

        Element	Type	Description
        name	Text box	Customer name. The value can contain 0 to 80 characters.
        gender	Option button	Customer gender. Male female Information not available
        Phone	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 characters.
        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.
        addressDetail	Text box	Detailed contact address of a customer. The value can contain 0 to 80 characters.
        Channel	Drop-down list + text box	Channel information. web whatsapp Enter a customer login channel account in the text box, for example, a WeChat account. Click on the right to add a channel. A maximum of two channels can be configured. The value can contain 0 to 255 characters.
        Remark	Text box	Customer information description. The value can contain 0 to 80 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
        
        • customerName: This field is mandatory. Other fields are optional.
        • customerName, addtionalAddress, company, and remark: It is recommended that the values contain a maximum of 80 characters.
        • cellPhone: It is recommended that the value contain a maximum of 20 characters.
        • email: It is recommended that the value contain a maximum of 128 characters.
        • gender: The value can only be male, female, or unKnownSex.
        • country, province, city, and area: The values are address names preset in address data. Invalid address data is not imported.
     4. Save the file.
     5. Click and select the configured .xlsx file.
     6. Click Save to upload the customer information.