Activities - Follow ups

Hello,
When I create an activity from a Sales Opportunity it updates the Source Object Type on the Linked Doc tab. This then displays on Related Activities.
If I follow up this activity, the follow up is no longer associated with he Source Object and will not disploay on related activities.
Any ideas?
thanks very much
Naomi

Hi,
Please check and confirm whether the issue is similar to one in the Note No. : 1315330.
If not, kindly update the steps you are following so that we can check and test the same in the Demo.
Kind Regards,
Jitin
SAP Business One Forum Team

Similar Messages

HT201303 How can I reset my security answers ? I do not remember them, and Apple support just can help me if I remember one o more answers. I already have three Follow-ups: 237312883, 374526499 and 239690719 with no solution.

How can I reset my security answers ? I do not remember them, and Apple support just can help me if I remember one o more answers. I already have three Follow-ups: 237312883, 374526499 and 239690719 with no solution.

Reset Security Questions
Frequently asked questions about Apple ID
Manage My Apple ID
Or you can email iTunes Support at iTunes Store Support.
If all else fails:
1. Go to: Apple Express Lane;
2. Under Product Categories choose iTunes;
3. Then choose iTunes Store;
4. Then choose Account Management;
5. Now choose iTunes Store Security and answer the bullet questions, then click
      Continue;
6. Sign in with your Apple ID and press Continue;
7. Under Contact Options fill out the information and advise iTunes that you would
      like your security/challenge questions reset;
8. Click Send/Continue.
You should get a response within 24 hours by email.
In the event you are unsuccessful then contact AppleCare - Contacting Apple for support and service.
Another user had success doing the following:
I got some help from an apple assistant on the phone. It is kind of round about way to get in.
Here is what he said to do and it is working for me...
a. on the device that is asking you for the security questions go to "settings", > "store" >
      tap the Apple ID and choose view"Apple ID" and sign in.
b. Tap on payment information and add a credit/debit card of your preference then select
      "done", in the upper right corner
c. sign out and back into iTunes on the device by going to "settings"> "store" > tap the
      Apple ID and choose "sign-out" > Tap "sign -in" > "use existing Apple ID" and you
      should be asked to verify your security code for the credit /debit card and NOT the
      security questions.
d. At this time you can remove the card by going back in to edit the payment info and
      selecting "none" as the card type then saving the changes by selecting "done". You
      should now be able to use your iTunes store credit without answering the security
      questions.
It's working for me ...I just have to put in my 3 digit security pin from the credit card I am using.
Good Luck friends!

Track Original Document through Follow Ups

Hi, everyone, I´m working with follow ups and I have a doubt about the follow up process. I have a process flow where i have one original order with one follow up document, this follow up document may have his follow up document too, the thing is that I need to save in the third follow up document the orginal document id that iniciate the process flow, I´m thinking in the CRM_COPY_BADI to track this, any suggestion about this solution will be appreciated,
Edited by: Isaac Mena on Sep 15, 2011 9:32 PM

Hi, thanks for your reply, I already test a local report with a loop and a CRM_ORER_READ logic, I´ll see if the ORDER_FLOW FM, will help me to clean up my code. Thanks a lot, then I decide to set in the CRM_ORDER_SAVE badi and make sure every new document will have this reference.

Failed engineer appointment and no follow-ups

Hello,
I ordered Infinity 2 on 26th of June and was given an appointment date of 10th July.
Hub arrived fine 2 days prior, but on the appointment date no one turned up, nor did I receive any phonecalls or texts from Openreach to explain. Called Order Management and the agent advised that he couldn't get an answer from anyone as to why my appointment had been ignore, and so he raised a complaint for me.
Received a call on Monday the 14th as promised, and was advised that the appointment had not gone ahead due to an issue with the DSLAM - this issue was to be resolved by the end of the next day (ie 15th) and I would receive a call on the 16th. No one called me today to follow up on this and I didn't get any texts, emails or voicemails.
I currently have no idea what is happening with the order. I also have 1 day of lost pay for the 10th, and 7 days (and counting) loss of service.
Firstly, shouldn't an issue with a DSLAM have been rectified quite quickly, considering that this would surely affect every FTTC customer connected to that cabinet?
Secondly, is there any way that I can get BT to escalate this with Openreach, or at least find out what is happening and any estimated ETAs?
Any advice would be appreciated. Thanks!

Hi keys767,
Welcome to the forum and thanks for posting. I'm really sorry about the delay in getting your BT Infinity installed. Please use the 'contact the mods' link in my forum profile to send in your order details and we'll chase this up with Openreach. You can find the link by clicking on my username.
Thanks
Neil
BTCare Community Mod
If we have asked you to email us with your details, please make sure you are logged in to the forum, otherwise you will not be able to see our ‘Contact Us’ link within our profiles.
We are sorry but we are unable to deal with service/account queries via the private message(PM) function so please don't PM your account info, we need to deal with this via our email account :-)
If someone answers your question correctly please let other members know by clicking on ’Mark as Accepted Solution’.

Mail follow ups

I was an Exchange user. I am switching to mac. In Exchange they have a great tool that any mail message sent by me or by others I can flag and add date for follow up so it adds to the tasks list and jumps at the right date as a reminder. Anything like it in Mac ?

I was an Exchange user. I am switching to mac. In Exchange they have a great tool that any mail message sent by me or by others I can flag and add date for follow up so it adds to the tasks list and jumps at the right date as a reminder. Anything like it in Mac ?

Activites can't be deleted

Hello SAP gurus,
Could you please help me with following problem: we need to enable activities deletion in CRM 2007, but we can't delete some activities. (not all) and we are not able to find any criteria what activities can't be deleted.
Could you give me any info what activities can't be deleted? I checked already that it is not problem of follow up document: none of my activites have follow ups.
Best regards,
Kate

hi kate,
does is raise a message or does it simply not do the operation as desired?
if there is a message maybe authorization prevents you from deleting. Is your user the organizer (employee responsible) of the activity?
regards
martin

Implementation of Note 660016 for Follow up Transactions in CRM 2007

Hi All,
   We have a requirement to not show all the business activities and tasks available in crm for all the transactions as follow-ups.
   For this reason we implemented the note - 660016. Now its working fine.. It is not showing business acitivities and tasks as follow-up transactions in the CRM GUI and Web UI 2007 for all the transactions.
   But when I create a business activity as a followup for ztransaction in define copying control for business transactions.. It is showing in the CRM GUI but not in the WebUI.
But at the same time when I create a service complaint as a followup for my ztransaction, I am seeing the service complaint as a follow up in both CRM GUI and Web UI.
   Is the implementation of this note restricting business activities and taks in WebUI forever or do I need to write any extra logic or is this any configuration issue ?
Regards,
Raghu
Edited by: Raghu Danda on Mar 8, 2009 1:17 PM
Edited by: Raghu Danda on Mar 9, 2009 5:14 AM

Hi Robert,
   Thanks for your reply
   I checked the link, But I didnt get the full information there.
   Firstly, my problem is not with upgrade and
   the second thing is before implementing the note 660016, I am able to see both in CRM GUI and Web
   UI all the business acitivities and tasks along with other transaction types as follow-up transactions.
   After implementing the note, I am not able to see only the business activities and tasks in the Web UI
   as follow-ups and in CRM GUI, its appearing as follow-ups.
   Hope you got my question now...
   If this is not done in customization I need to code according to my scenario..
   When I kept a break point this class is triggering from another class.
   Do I need to code in the class CL_CRM_UIU_BT_ACT_CUST_GET, according to my scenario.
   Again I have a question here, will you please tell me in which component this class exists, so that I
   will enhance that component.
   Because when I debug after clicking on the Follow-Up button,this class is calling some where
   down...So I am unbale to get the right component for this.
Regards,
Raghu
I

Search for Follow-Up Activity in CIC Search Area

Hi CRM Experts,
I am new in CRM world, so in customizing(IMG) path: CRM --> Transactions --> Settings for Activities --> Mantain Categories, Goals and Priorities --> Mantain Categories, I created an entry for a new category called Survey.
In Tcode CIC0 I create a Follow up activity with category survey.
But when I execute Tcode CIC0, and in the search area I limit the search to the BP that logged the
call->find:Business activty->By:Category->Category:Survey->Valid from:01.01.2006->Valid to:31.12.2006
But no follow-up activity is found.
What am I doing wrong?
The search works fine if I create a normal Business activity with category Survey, but as soon as I create a Follow up activity with category survey, the searh area cannot locate the activity, it even fails to locate it by transaction number??
Can anyone help me?
We are implementing CRM4.0, IC Winclient.
Message was edited by: Pragasen Govender

Hi Robert,
   Thanks for your reply
   I checked the link, But I didnt get the full information there.
   Firstly, my problem is not with upgrade and
   the second thing is before implementing the note 660016, I am able to see both in CRM GUI and Web
   UI all the business acitivities and tasks along with other transaction types as follow-up transactions.
   After implementing the note, I am not able to see only the business activities and tasks in the Web UI
   as follow-ups and in CRM GUI, its appearing as follow-ups.
   Hope you got my question now...
   If this is not done in customization I need to code according to my scenario..
   When I kept a break point this class is triggering from another class.
   Do I need to code in the class CL_CRM_UIU_BT_ACT_CUST_GET, according to my scenario.
   Again I have a question here, will you please tell me in which component this class exists, so that I
   will enhance that component.
   Because when I debug after clicking on the Follow-Up button,this class is calling some where
   down...So I am unbale to get the right component for this.
Regards,
Raghu
I

Follow up activity

hi
I am trying to create a follow up from opportunity as activity.
The tranasaction history is not getting updated,we are crm 7.0.
Rgds,
Kate

Hello Kate ,
when creating activities as follow-ups to opportunities, these activities should then appear in the 'Planned
Activities' assignment block of the opportunity, or the 'Completed
Activities' assignment block if the follow-ups have status Completed.
Please check if these activities appear here. This is how the
standard is designed.
Rgds,

Make activity available only as follow-up

Hello,
is there a possibility in CRM 2007 to deactivate an activity to be created from the activities work center so that it is only available as follow-up from e.g. an opportunity?
Example:
There would be an activity "ZXY Follow-up opportunity" and it should only be possible to create this as follow-up of "OPPT Opportunity" and not with "new" activity.
Thanks in advance
Best regards
Thorsten

Hi Chandrakant,
thanks for the reply but I might have explained my problem not detailed enough.
I know how to create follow-ups and I know how to leave out the whole work center for activities. The problem that I face is that certain activities should only be available only as follow-up and not via activities workcenter while others while others can be created from the activities workcenter.
So the selection of these activities should be suppressed when clicking on "New" button.
Hope this is a bit more understandable.
Best regards
Thorsten

LSO - Follow-Up Course Participation

Dear All,
When following up a course in SAP LSO, I marked the course participation as 'absent' for ppl who did not turn up for the course. What happens in the system is that a cancellation will be triggered, thus this person will not be reflected in any attendees/participation report. What I need is actually is a report where I can see participants who are absent and present. But, when system cancels the participation, it creates a 040 relationship in table HRP1001, thus there is no way for me to differentiate between someone who cancels before the training, and someone who were absent during the training. Has anyone run into this problem before? Pls advise. Thanks.

PeckHan
You may need to differentiate between these 2 scenarios
A: Attendee Cancels Course Attendance Before Occurence of Course
In this case, user will need to withdraw the attendee from the course before user can perform "follow up" of the course. This is where a cancellation reason can be specified.
B: Attendee Did Not Show Up During Course
In this case, when user select the course to perform "Follow up" from the dynamic course menu, user should be presented with a screen that shall list all course attendees assigned to the course run.
User may mark that the attendee had not show up for the course at this stage. See screen shot (https://wiki.sdn.sap.com/wiki/download/attachments/26779/CourseFollowUp-LSO.jpg)
You may want to ensure that the following config point (IMG>Training & Events Management>SAP Learning Solution>Training Management>Recurring Activities>
Follow-Up>Control of Process Steps) has been appropriately configured such that the attached screen shot appears.
Hope the above information has been helpful.
Thanks

Follow-up issue Interaction Center WebClient

Hi Guys,
Can someone help? this is about icwc follow-up issue.
1. I create a service order and save.
2. then I create a an interaction record and save.
3. I can observe in the service order the relationship "Role:Interaction, DOcument Type: CRM Bus. Activity". But not the
relationship "Follow up document".
I have a "Business Transaction Profile" for interaction center where the Activity is the main and service order is dependent
business transactions. Because, not all the customer when make a call want to create a service order, some only want to
register a feedback or make an appointment.
However, In my activity, I can observe in the Activity Clipboard my service order, but I need the SAP assigned the
relationship "Follow-up" for assign an action for close the follow-up document when close my service order.
What is wrong....? can someone help...

Hi Lyda,
Based on your remark about confirming the account first, I assume you are working with IC 4.0 or 5.0.
The service order is created as a dependent business transaction of the interaction record. The interaction record is automatically created when you confirm the account.
The relationship type in document flow is INTA.
It's true that you can only create activity types as real follow-ups of an interaction record (using the follow-up view).
However, technically it should be possible to also create other business object types as follow-up of the interaction record. You might need to enhance the transaction type drop-down listbox in the follow-up view. You also need to make sure that your interaction record is error-free.
As of CRM2006s it is possible in standard to create any business object type as follow-up of an interaction record.
Regards
Gert

CRM 5.0 - IC WebClient - Warning on Follow Up Transaction

Hi Gurus
I would have thought I could fex this by myself but hitting a dead end.
We're using Business Activity & Task transactions for follow ups. I keep getting this warning when I try yo create a Follow up:
"Codes for subject profile category "G" are not permitted in this trans."
There are no furhter details available on this warning, and I cannot locate a hit on SDN for it.
I would have thought it would be something to do with my Catalog selection but I'm not finding anything wrong in my setup.
Max points for the right guidance.
Many Thanks
Panduranga

Hi Rekha
I think you are pointing me in the right direction, just a point before I continue
When I view the available Catalogs, all except Catalog G1 "Cancellation Reasons" have a Keyword, as the Keyword for G1 is blank could this be causing an issue. This was how it was supplied from SAP.
We are using 3 Transactions
Z000 Business Activity - Transaction Category = Business Activity
                                                                       With Subject Profile Category -
                                                                       Activity Reason
Z003 Service Ticket - Transaction Category = Service Process
                                                                  With Subject Profile Category -
                                                                  Service
                             & Transaction Category = Business Activity
                                                                  With Subject Profile Category -
                                                                  Activity Reason
Z004 Task - Transaction Category = Task
                                                     With Subject Profile Category -
                                                     Activity Reason
Do you see an issue with this config.
Generally we Open Up Webclient
                    Confirm Account
                    Create Service Ticket
                    Goto Interaction Record - Followup
                    Select either Business Activity or Task as Follow Up
                    Then select Follow Up Details to complete the Follow Up
                    This is when the error occurs
Regards
Panduranga

VZW community employees should follow up on their comments and answers.

I've seen a lot of threads were a VZW employee drops a comment or answer to a members post then never follows up. I've also seen two employees offer similar or different solutions on the same thread but never post again to confirm or debate their contribution. I'm trying to throw anyone under the bus but if employees are going to contribute please do so. Don't just drop a one liner or a link and disappear . Thanks for your help and this community.

DionM_VZW wrote:
Greenrobot, I know it's frustrating to get a response from a community member or a staff member and have it not fully resolve the concern. Believe it or not, it's frustrating for everyone involved! Whatever the issue is, we all want it solved yesterday. The thing is we want to keep everyone up to date with accurate information and avoid ignoring our customers. Sometimes, the time arrives where we have to reply but don't have a solution. So, from our perspective, the response that we give is the best (and often only) way to say we're aware of a situation and are working to fix it. I'm sorry but there are really only a few ways to phrase that, so yeah... sometimes it will come over as repetitive. I just want you and everyone that posts here to understand that. And thanks for letting us know about your concern over such responses.
I get it these situations are true in many fields but in your cases the frustrating part about hearing from the VZW staff is the generic responses without any real content. We appreciate you're there and reading but if you're in the thread and feel you need to post something then put something in the post . " The issue has been brought up to our product investigation team as soon as a response or fix is announced we will post it. Thank you for bringing this to our attention " is nothing but letting us know you're kinda reading threads but then the lack of follow up tells us that nothing ever really gets looked into. Example, in the thread I linked above two different community employees posted the exact same thing in the exact same thread if the first or second employee really wanted to convey that you guys are there and working behind the scenes the original employee who post would have followed up and the second response would have been more like " Hi members I'm still looking into this and haven't gotten any new info but thanks for your continued feedback on this topic". Or if you did in fact forward any info to a team of product investigators then call them and find out the progress of the investigation. DId they confirm the issue? Are they in fact working on a solution? Did they happen to find a work around till they can fix the issue? All I'm asking is to answer questions, ask more questions, follow up, take pride and responsibility in your posts. Some the members on here provide better content, answers, solutions, work around, and follow ups ( sometimes to many ) then the VZW staff and it's your job to work with these devices. I work on cars, have done so almost 10 years and if a customer tells me my business I work hard to make sure it doesn't happen again or educate my self on the topic beyond were that customer could because I shouldn't know less than a user of a product that I'm dedicated to and payed by to be the best. I am closer to the source of information and I have the numbers to call for information about anything I need to satisfy my customers and I use them. All I'm asking is for is the same level of service from Verizon. I have a forum for technicians to discuss topics like issues with vehicles everyday and it's not much different than yours except techs aren't posting " I forwarded this to the manufacturer and well see if they fix it for us ". Transportation isn't much different than communication we use both every day and some rely on their communication more than transportation so don't act like not being able to use the internet or make a call is a temporary set back because for some people to have a problem with their communication device for longer than 24 hours could mean the difference of having a job or not. Almost the same as not making it to work because your car wont start could be similar to no data connection and not being able to use your hotspot for your work laptop. Or your car dies while on the freeway and you have to pull over to restart it could be like your Thunderbolt rebooting in the middle of a work conference call.

Does Verizon ever actually follow up on what they say they're going to do?

Verizon's customer service has been an absolute nightmare to deal with, and if my wife weren't on a family plan through them with me I would drop them in a HEARTBEAT.
I've been told ~5 times they'd call me back to follow up on issues or e-mail me with follow-ups and they've never done that once. This includes supervisors as well as other employees. I cancelled my upgrade order through them after they never sent the phone and when they did, stopped my order and had it reshipped back to them, and they said once the return is processed my upgrade date and charges would be returned to their original state.
I called two days ago because my upgrade date still shows next year even though I never got a new phone, and I was promised that it would be changed to it's original date that day, but it still hasn't been updated.
So, has anyone had a Verizon rep actually follow up and do something they say they're going to do? Or do they just lie and tell you that to make you feel better?

Content has been edited for private/personal and sensitive information.
no they don't:
July 10, 2013
Corporate Office/ Verizon Wireless
Attention: Executive Relations
To Whom It May Concern:
Please don’t let this fall on deaf ears. I have been a long time customer of Verizon wireless for several years (well over 10 years.) My husband is terminally ill. He was diagnosed with ALS/Lou Gehrig’s disease. A fatal, progressive, neurodegenerative disease for which there is no cure. There are no tests for ALS, no treatment and no cure. It's a torturous way to die as the brain loses all contact with the muscle system.
The reason I am telling you this is because you need to be aware of the insensitive, unprofessional customer service staff that I had to deal with for several hours today.
I use to hear so many complaints about other cell phone services, from coworkers, friends, and family. I often recommended they switch to Verizon. Until Now.
Today things changed dramatically. July 5th, Verizon Wireless turned off my phone service. I entered into a payment arrangement plan on 6-22-2013 with your financial services Department and CFS Retention Team. I’ve provided you with a copy of the agreement.
NOTE: $250.00 was due July 1, 2013
NOTE: I paid $250.00 on time, online on 7-1-13
NOTE: Verizon’s Customer service and automated text verified payment was received.
Per my agreement I am to make 5 monthly payments of 74.00 in addition to my regular monthly bill.
On July 4, 2013 I received an automated text message indicating my service would be suspended due to the balance owed on my account. I tried several times to contact a live person at Verizon, (I assume people were working regardless of it being a holiday) Perhaps no one was working. Or no one cared to take calls. I tried two different phone numbers and could not get my call routed to a live body, instead I just kept getting the automated system requiring payment, and no matter how long I continued to hold on the line or how many times I pressed “0” for an operator. I got nowhere.
On July 5th, from 10:00am until well after 2:00pm I was on the phone with your customer service representatives. I was told until I paid the past due amount of 83.05 that nothing could or would be done to reinstate my service and I would be charged $15.00 reconnection fee for each line. Well, needless to say, I paid the 83.05 over the phone, through your automated system. A payment I did not owe! I was given no other options no matter how many times I asked to be transferred to Financial Services and the Retention Team.
Now please keep this is mind, I am the full time caregiver to my spouse (who is bedbound, paralyzed, unable to speak, eat, drink and requires a PEG tube and a bladder catheter) so I was trying my hardest to provide my husband with the care he needed and deserved and dealing with your ridiculous customer service departments games. I spoke to eight different representatives. I kept being told there was a high call volume…I suppose that would be from other customers too who experienced billing issues…it certainly wouldn’t surprise me. I was hung up on; calls were dropped during the transfer or disconnected multiple times when I requested to be transferred to the retention team. I spoke with, Shetailia, Melissa, André, Debbie, Constance, Kelsey, Hope, Kayla and finally a supervisor/mgr. by the name of Greg at ext. 2072154. I explained my predicament. That it wasn’t my fault that my service was shut off. That the fault was with Verizon. All I wanted was a refund, a reversal of the 83.05 payment, for it to be cancelled, stopped etc. I was told this couldn’t be done. I was told I had to call my bank for them to stop the transaction. Guess what..I called my bank..and guess what they said…Verizon had to stop the transaction as they were the ones who processed it. I’m told there is a payment dispute in place for review. I, however, have no confirmation that this is true, I’ve yet to see anything documented from Verizon to that effect. I was told someone by the name of “Liz” from upper management would be in contact with me regarding this issue…and that I would hear from her within 24-48 hours…well here we are several days later (July 10th now) and no one by the name of “Liz” or any other manager followed up. I asked for a last name of “Liz” and was told that information could not be released, I asked for a direct line to reach her at or an email, I was told the lines and email are for internal purposes only. I’ve worked in customer service for over 20 years. I know that is a crock of ****.
All I wanted was the 83.05 reversed and returned to my bank account. No one would or could help. Again, working in customer service I know this is not true, I have processed many credit card/debit card/ electronic check payments for customers and had the ability to reverse the transaction. The retention team verified I followed through with what the payment plan agreement was and yet no one knew why the “system” generated a past due/shut off text. No one could offer any explanation of why the service was interrupted. I’m told the 15.00 per line reconnection fee has been waived, again I have nothing documented to prove that either. It’s amazing to me, in this day and age; with all the advanced technology out there that no one would fix this.
I didn’t owe 83.05. I did my part. I held up my end of the agreement, your company did not. And No one has bothered to right this wrong. Now, not only was the 83.05 taken from my checking account, I also incurred additional bank fees because I went into a negative status…a status that would not have occurred if your departments had done their job.
Whom do I have to contact to get something done about this? What your company did is wrong. They should and must fix it. I have already filed a complaint with the FCC, BBB and the Florida Public Service Commission. You gave me no other choice but to proceed this way. Do you have any idea of the added stress you placed on me that day, on my family who by the way, didn’t get to each much because that 83.00 would have gone for groceries.
I feel very strongly that your company owes me more than the 83.05 taken from my bank account. I have a strong conviction about businesses needing to do the right thing. You see, that’s the kind of person I am, I have integrity and I would never have left a customer to fend for themselves. I would have pursued every department, every manager and I would have followed up with that customer until the problem was resolved. At this point, there is only one thing that will keep me with Verizon…credit my account for one month’s service. That is the least you can do. And I’m not talking about the 74.00 payments.
Sincerely Disgusted,
Sandy M
There is one more vital piece of information you should have on hand. None of your employees know what number to give to a customer so they can reach the retention department directly. Here is the list of numbers I was given…and guess what…even one of the numbers is a non working number…really? A nonworking number for a phone company?!
1-866-451-1237
1-866-266-1445
1-800-288-8496
1-800-528-7594
1-800-922-0204
1-800-281-8584
1-877-214-4572
Message was edited by: Admin Moderator

Activities - Follow ups

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