SAP Knowledge Base Article - Public

3538213 - Removing Unnecessary Services from the Create Tab in Agent Desktop Customer Hub

Symptom

  • In the Agent Desktop Customer Hub, under the What would you like to do? section within the Create tab, some services, such as Installbase and/or Registered Product, are not needed.
  • Guidance is needed on how to remove these options.

Environment

  • SAP Service Cloud Version 2 1.0
  • SAP Sales Cloud Version 2 1.0

Reproducing the Issue

  1. Open Agent Desktop.
  2. Search for and confirm a Business Partner.
  3. Click on the Create tab under What would you like to do? and observe the list of options.

Resolution

  • To remove unnecessary items from the Create tab in the Agent Desktop Customer Hub, follow these steps:
    1. Access Extensibility Settings:
      • Navigate to Administrator > Service and Social > Configure Agent Desktop.
      • For detailed instructions, refer to the SAP Help Portal: Agent Desktop Extensibility.
    2. Edit the Customer Hub UI View:
      • In the Extensibility section, select customerHubSBS.
    3. Modify the "Create" Tab:
      • Under Customer Hub Content SBS, click the pencil ✏ icon next to the Create item to edit.
    4. Remove Unneeded Items:
      • In the list of available services, click the X next to any item you wish to remove (e.g., Registered Product or Installbase).
    5. Apply Changes and Test:
      1. Click Apply to save your changes.
      2. Restart the UI and verify that the selected items no longer appear in the Create tab.

See Also

Keywords

Agent Desktop, Customer Hub, Create Tab, Remove Services, Registered Product, Installbase, SAP Service Cloud, SAP Sales Cloud, Extensibility , KBA , LOD-CRM-SBS-AC , Agent Console Add-on , Problem

Product

SAP Cloud for Customer core applications 2411