SAP Knowledge Base Article - Public

3010060 - Visits for Individual Customers from Individual Customer TI

Symptom

Steps to create a visit from the Individual Customer TI.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Customers work centre.
  2. Go to the Individual Customers view.
  3. Open any.
  4. Click the '+' button to create a related object.

RESULT: there is no option available to create a visit directly here. 

Cause

New visits for the Individual Customer can be added from the visit facet in the TI.

Resolution

  1. Go to the Customers work centre.
  2. Go to the Individual Customers view.
  3. Open any.
  4. Go to the Visits facet (the facet can be set as visible via Adaptation by the administrator/ key user).
  5. Click 'New'. 

Result: you can create visits directly for the Individual Customer from the Visit facet on the Individual Customer TI.

See Also

KBA: 2338826 - Visits for Individual Customers from Visit OWL

Keywords

KBA , LOD-CRM-ACT-VST , Visit Planning , LOD-CRM-ACC-PRI , Private Account (Customers) , LOD-CRM-ACC , Account , Problem

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions