Managing the Customer Center
A tenant administrator or an agent can view customer information and customer contact records, and add customer information.
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
- Sign in to the AICC as a tenant administrator and choose .
- 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
- Add a customer.
You can add customers one by one or import customers in batches as required.
- Adding customers one by one
- Click Create.
- 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
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.
- Click Save.
- Importing customers in batches
- Click .
- Click Customer Information Import Template to obtain the import template.
- Open the downloaded template file and configure the data to be imported by referring to Figure 1.
- 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.
- Save the file.
- Click and select the configured .xlsx file.
- Click Save to upload the customer information.
- Adding customers one by one
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