Account to activity
Hello expert:
I am using CRM 5.0 and sales rep role. We have modified applications Accounts, Opportunity, Leads and activity in CRM. I setup proper BSP application in portal poiting to new application. When I tried to go from Account to activity, it seems to me that the URL is wrong; the portal stays in the account page instead of activity page. I was told that we need to define PCD (object id) in the PCUI. I am new to PCUI. Can any one tell me what I am supposed to do in PCUI configuration?
Thanks for your help.
Ozzie
Hi Ozzie,
Please go to transaction Assign Object Method to Role in SPRO.
Search for your Sales Rep role and check the pcd defined for your Sales Rep role in object type ActivityCRM and Default method. This is the path defined to reach Activity application while navigating from other applications. This PCD should ideally point to your Activity iview defined under Sales Rep Role. If it is correct then compare the portal PCD after opening Activity from Account.Check the priority if both are different.
Regards,
J.Prabananth
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