Location via proxy:   [ UP ]  
[Report a bug]   [Manage cookies]                
Scribd
Upload
15 views2 pages

9.8.1 Updating The Method of Contact: SAP CRM User Manual Business Scenarios

Uploaded by

Ashish Jain

This document provides steps for CSRs and COs to update a customer's method of contact in SAP CRM by changing their preferred contact to email. The process involves creating a service request from the service orders window, searching for the customer's account by telephone number, selecting to change the contact method to email, entering the email address, and saving the request. The CO can then approve or reject the requested change by accessing their worklist and making a decision, which updates the status in the service orders search.

Copyright:

Attribution Non-Commercial (BY-NC)
Download as PDF, TXT or read online from Scribd
Download as pdf or txt

9.8.1 Updating The Method of Contact: SAP CRM User Manual Business Scenarios

Uploaded by

Ashish Jain
15 views2 pages
This document provides steps for CSRs and COs to update a customer's method of contact in SAP CRM by changing their preferred contact to email. The process involves creating a service request from the service orders window, searching for the customer's account by telephone number, selecting to change the contact method to email, entering the email address, and saving the request. The CO can then approve or reject the requested change by accessing their worklist and making a decision, which updates the status in the service orders search.

Original Description:

Mobile Email Updation

Original Title

Mobile Email Updation

Copyright

© Attribution Non-Commercial (BY-NC)

Available Formats

PDF, TXT or read online from Scribd

Did you find this document useful?

Is this content inappropriate?

This document provides steps for CSRs and COs to update a customer's method of contact in SAP CRM by changing their preferred contact to email. The process involves creating a service request from the service orders window, searching for the customer's account by telephone number, selecting to change the contact method to email, entering the email address, and saving the request. The CO can then approve or reject the requested change by accessing their worklist and making a decision, which updates the status in the service orders search.

Copyright:

Attribution Non-Commercial (BY-NC)
Download as PDF, TXT or read online from Scribd
Download as pdf or txt
15 views2 pages

9.8.1 Updating The Method of Contact: SAP CRM User Manual Business Scenarios

Uploaded by

Ashish Jain
This document provides steps for CSRs and COs to update a customer's method of contact in SAP CRM by changing their preferred contact to email. The process involves creating a service request from the service orders window, searching for the customer's account by telephone number, selecting to change the contact method to email, entering the email address, and saving the request. The CO can then approve or reject the requested change by accessing their worklist and making a decision, which updates the status in the service orders search.

Copyright:

Attribution Non-Commercial (BY-NC)
Download as PDF, TXT or read online from Scribd
Download as pdf or txt
You are on page 1/ 2

SAP CRM User Manual

Business Scenarios

9.8.1 Updating the Method of Contact Prerequisites to proceed: The customer should have an existing landline connection. Users: CSR, CO To update the method of contact: 1. Login into SAP CRM application using the credentials. The SAP CRM Home Page appears. 2. Click Service Orders. The Service Orders Window appears. 3. Click Service Request under Create field. The Select Transaction Type window appears. 4. Select BSNL Service Request. The Service Request Window appears. 5. Enter Asset ID (IBase ID). Note: To search the Asset ID, Click the button located next to Asset field. The IBase Search Window appears. Enter the appropriate telephone number and click Search. The corresponding line item appears in the Result List in the same window. 6. Select the following values in the Search Request Window as shown in Figure 150. Request Type as Account Related Change Type as Preferred Method of Contact Change Sub-Type as Contact Method (Email) Note: The Email is activated in the Preferred Method of Contact 7. Enter Email ID and other relevant information.

Figure 150 : Service Request Window 8. Click Save. The Service Request is created and saved. To search the Status of the Service Request:
Confidential

155

SAP CRM User Manual

Business Scenarios

9. Go to Home Page Service Orders Service Orders Window appears. 10. Enter the value for Service Order ID.

Service Orders/Requests under Search. The Search:

11. Press Enter. The corresponding line item appears in the Result List field in the same window. 12. Click the record. The Service Request Window for that particular ID appears. Note: The Status field changes to Assigned to CO. To check the status of the Service Request: Login as CO: 13. Login into SAP CRM application as CO. The CO Home Page appears. 14. Click Worklist. The Worklist Window for CO appears. 15. Click the corresponding Worklist. The changes requested by the customer can be viewed. 16. Click Back. The Worklist window appears 17. Choose either Approved or Rejected from the Decision field. 18. Click Execute Decision. The Service Request is either Approved or Rejected. To check if the status of the Service Request has changed or not: . 19. Go to Home Page Service Orders Service Orders Window appears. Service Orders/Requests under Search. The Search:

20. Enter the value for the Service Request ID field. 21. Click Search. The Status of the Service Request changes to Approved.

Confidential

156

You might also like