User Manual - Customer Creation - Final Version

Customer Creation & Search in C4C
User Manual_ Account/Customer Daikin Air Conditioners India Pvt Service C4C CRM
Creation & Search Limited
Version 0.3 Classification : Internal Page 1 of 18
CHANGE RECORD
Date Author Role Version Description

26.11.2016 Vineet Joshi Author 0.1 Document Draft
10.12.2016 Vineet Joshi Author 0.2 Document Draft
24.01.2017 Vineet Joshi Author 0.3 Final Version
SUPPORTING DOCUMENTS
S. No. Document Title

01 Customer Creation
REVIEW & SIGN-OFF
Name Role Signature Date Comments

Reviewers
Approvers
Table of Contents
CHANGE RECORD.............................................................................................................................................................. 2
SUPPORTING DOCUMENTS............................................................................................................................................... 2
REVIEW & SIGN-OFF.......................................................................................................................................................... 2
TABLE OF CONTENTS........................................................................................................................................................ 3
1. PROCESS NAME......................................................................................................................................................... 4
1.1. OVERVIEW.......................................................................................................................................................... 4
1. PROCEDURAL STEPS................................................................................................................................................ 4
1.1 2. PROCEDURAL STEPS
2.2 PERSONALIZE SCREEN --------------------------------------------------------------------------------------------------------------------- 10
2.3 ACCOUNTS DEFAULT SCREEN -----------------------------------------------------------------------------------------------------------11
2.4 ACCOUNT EXPORT ----------------------------------------------------------------------------------------------------------------------------12
2.5 SCREEN PERSONALIZE ----------------------------------------------------------------------------------------------------------------------13
2.6 NOTIFICATION DISPLAY ---------------------------------------------------------------------------------------------------------------------14
2.7 QUICK CREATE ACCOUNT-------------------------------------------------------------------------------------------------------------------15
2.8 ACCOUNT SEARCH ----------------------------------------------------------------------------------------------------------------------------16
2.9 ADVANCE SEARCH ----------------------------------------------------------------------------------------------------------------------------17
2.10 ACCOUNT OVERVIEW -----------------------------------------------------------------------------------------------------------------------18
2.11 ACCOUNT/CUSTOMER HISTORY DOWNLOAD -------------------------------------------------------------------------------------19
2.12 ACCOUNT IMAGE INSERT & BLOCK----------------------------------------------------------------------------------------------------20
1. Process Name
Customer Creation in C4C
1.1. Overview
Following are the steps involved in the creation of Customer
Log into C4C URL by entering the log on credentials.

In the Default Screen, in case of new customer creation, go to Quick create icon on the left hand side
of the screen
Customer will be confirmed automatically after the CTC integration in case of existing customer and
customer details will be shown.
2. Procedural Steps
2.1. Log into C4C URL & enter the credentials
URL for SAP C4C Quality system: - https://my326761.crm.ondemand.com
2.2 Personalize Screen: The following screen appears after log in to C4C.Click on Home icon
on the left hand Side to go to the work screen. This screen will give you entire details about your
dashboard like Tickets created this month, Tickets created this week, High priority tickets, Ticket
assigned, Unassigned Tickets, My tasks etc
We can simply personalize your own Dashboard as per the requirement & demand by simply drag &
drop from top to bottom, left to right or vice versa. If you want to add more views, then simply add the
spanner button to personalize.
Spanner icon for

personalize button
Personalize
button
In Personalize, there are 5 tiles which you can personalize

1)Settings
2)Reports
3)Scorecards
4)KPIS
5)Tools
Please check mark
relevant boxes
Finally save it.
Total tickets
assigned to
me.
Tickets created
this month
My Task List
Click on the Tickets

Home icon to Created this
go the work week by me
screen screen
Items you have

added in
Favorites will
appear here
2.3 Accounts Default Screen: - After clicking on the home button as mentioned above,
system will take you to the C4C Default screen.
High Priority
tickets assigned
to Me Unassigned
Tickets
Home Icon for
Dashboard View
Feed Details
Tickets
escalated to me
If there are any

upcoming activities,
will be shown here.
2.4 Account Export We can simply export the Accounts & Customer database by clicking on
Export to Microsoft Excel.
Click on this option to

get the entire Customer
data in excel
Accounts Tab
2.5 Screen Personalize Click on Personalize option on the right hand side at the top of the screen
Click on Start
Personalize
option to
personalize
If you want to add any new column, click on Plus (+) button, to remove any column, click on cross
icon, Upward arrows indicates Parent Selection & last option shows the sorting & grouping by.
Personalize icons
to add, remove, &
sort column
After the
selection of the
Simply check
column, click on
the box which
apply button
you want to
Display.
After making all the changes through personalization, again click on End personalization to get actual
screen.
After the
personalization
work, click on End
personalization to
save the changes
2.6 Notification Display Click on Notification icon from the quick create menu appears on the
left hand side of the screen showing 2 number in red colour.
This Icon shows

if there are any
notifications.
System shows the

list of notifications
for this user.
2.7 Quick Create Account: - In case of New Account creation, Quick create icon is used to create
the Account from left hand icon list
Click on this Icon for
Quick create New
Account
We can also click on

new button to create
New Account
While account creation, there are some mandatory fields which are marked with star are mandatory
to fill else, system will give error.
All the fields having

star mark are Click on Check for
mandatory to fill Duplicates button to
avoid creation of
duplicate account
Click on Save button
There are three
options on save.
Click on Save
button.
2.8 Account Search We can search the account from any of the customer details like email, name
& address.
Search the
Click on the customer
customer to open it
We can search the Account or Individual customer through filters which are shown by the Accounts
page & on every column, we can insert the filter for searching like on external id, account id, name,
city, mobile number & email id
Click here to
set the filter
for search
Data found
2.9 Advance Search : We can search the customer through different parameters like Account
id,address,pin code etc.
2.10 Account Overview
This is C4C
system ID
generated
This external ID is
generated in SAP
ECC system
Click on edit
button to add
any
information
2.11Account/Customer History Download - To download the customer/account history/details in

PDF, click on Summary button on the right hand side of the screen.
2.12 Account Image Insert & Block: - We can also attach the image of the account by simply go
to the Actions button & click on change image. Also, click on Block option to block the customer.
Click on Change
image to insert
the account
photo.
Click on Block to
Block the
customer

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Customer Creation & Search in C4C

Date Author Role Version Description

S. No. Document Title

REVIEW & SIGN-OFF

Name Role Signature Date Comments

2.2 PERSONALIZE SCREEN --------------------------------------------------------------------------------------------------------------------- 10

2.3 ACCOUNTS DEFAULT SCREEN -----------------------------------------------------------------------------------------------------------11

2.4 ACCOUNT EXPORT ----------------------------------------------------------------------------------------------------------------------------12

2.5 SCREEN PERSONALIZE ----------------------------------------------------------------------------------------------------------------------13

2.6 NOTIFICATION DISPLAY ---------------------------------------------------------------------------------------------------------------------14

2.7 QUICK CREATE ACCOUNT-------------------------------------------------------------------------------------------------------------------15

2.8 ACCOUNT SEARCH ----------------------------------------------------------------------------------------------------------------------------16

2.9 ADVANCE SEARCH ----------------------------------------------------------------------------------------------------------------------------17

2.10 ACCOUNT OVERVIEW -----------------------------------------------------------------------------------------------------------------------18

2.11 ACCOUNT/CUSTOMER HISTORY DOWNLOAD -------------------------------------------------------------------------------------19

2.12 ACCOUNT IMAGE INSERT & BLOCK----------------------------------------------------------------------------------------------------20

Following are the steps involved in the creation of Customer

Log into C4C URL by entering the log on credentials.

URL for SAP C4C Quality system: - https://my326761.crm.ondemand.com

Spanner icon for

In Personalize, there are 5 tiles which you can personalize

Finally save it.

Click on the Tickets

Items you have

If there are any

Click on this option to

This Icon shows

System shows the

We can also click on

All the fields having

Click on Save button

2.11Account/Customer History Download - To download the customer/account history/details in

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