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Cloud Customer 360


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We are upgrading to Cloud 24R2 from Apps10 and I have been asked about the NEW look to Customer 360.  Previously the employee could populate customers to view if a potential customer was actually already present in the system.

The functionality of the new Cloud Customer 360 does not allow for that and you need to type in the customer id, not select from the populated customers.

I know that other people have had to have this issue, how has it been handled?  Suggestions?

 

Best answer by KethakaG

Hi ​@chajash ,

I tried in 24R2 standard reference environment and I couldn’t populate Customer 360.

But if the user requirement is to view if a potential customer is already present in the system, users can populate ‘Customers’ screen and fulfill their requirement.

Regards,
Kethaka

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4 replies

KethakaG
Hero (Employee)
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  • Hero (Employee)
  • 104 replies
  • Answer
  • March 25, 2025

Hi ​@chajash ,

I tried in 24R2 standard reference environment and I couldn’t populate Customer 360.

But if the user requirement is to view if a potential customer is already present in the system, users can populate ‘Customers’ screen and fulfill their requirement.

Regards,
Kethaka


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  • Author
  • Hero (Customer)
  • 54 replies
  • March 25, 2025

That is my thoughts as well….but you know users…they balk at extra ‘steps’

Just thought I would ask and see if anyone had something other than that...


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  • Author
  • Hero (Customer)
  • 54 replies
  • March 25, 2025

And from Customers, there is Navigation that will take you directly to the Customer in Customer 360 :-)

Which works somewhat like the user is used to.


KethakaG
Hero (Employee)
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  • Hero (Employee)
  • 104 replies
  • March 26, 2025
chajash wrote:

That is my thoughts as well….but you know users…they balk at extra ‘steps’

Just thought I would ask and see if anyone had something other than that...

Yes, I understand. I’ll post in this thread if I could find a better workaround :)


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