Symptom
Steps to create a visit from the Individual Customer TI.
Environment
SAP Cloud for Customer
Reproducing the Issue
- Go to the Customers work centre.
- Go to the Individual Customers view.
- Open any.
- 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
- Go to the Customers work centre.
- Go to the Individual Customers view.
- Open any.
- Go to the Visits facet (the facet can be set as visible via Adaptation by the administrator/ key user).
- 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 , Account , LOD-CRM-ACC-PRI , Private Account (Customers) , Problem
Product
SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions