Assign pcal to call list?

Hi,
is it possible to assign planned calls activities to call list?
(scenario: activities planned are made for BPs and later manager has to assign them to call list for agents to execute)
how I can do it?
or maybe do you know if it is possible for an agent to find pcal activity on BP and make a call from this activity?
I couldn't find the same calling functionality in activity as I have in call list workspace.
Regards
Radek

Easiest method to achieve this is as follows.
Create the Campaign.
Select the communication medium as Call.
Select the interactive script which is visible field after you select the comm medium.
Assign the target group in campaign and execute.
It will create the call list with the script.

Similar Messages

Assign Script to Call List Business Context

Hi,
I am battling to find a method to assign an Interactive Script to a call list programatically.
the standard method of achiving this is:
1. Transaction CRMD_TM_CLDIST
2. Expand the desired Call List in the left pane
3. Click on the "Business Context" option in the left pane
4. In the right pane, click on the "Scroll" icon (Add IC Winclient Script) and select the script to attach.
This process updates field SCRIPT_ID in DataBase table CRMD_TM_CL_CMPGN (which is linked to Entity Type CRM06189).
I have traed and searched for an FM of Class/Method to perform this programmatically, to no avail - any assistance is appreciated.
Many thanks
Steven

Easiest method to achieve this is as follows.
Create the Campaign.
Select the communication medium as Call.
Select the interactive script which is visible field after you select the comm medium.
Assign the target group in campaign and execute.
It will create the call list with the script.

Call list assignment in IC Web and SAPGUI

hi,
does anyone know why i can't seem to "view" the call list assignments in IC web? but it it can be viewed in SAPGUI?
I have created the call list and its assignments in the portal. When i log into the ICweb, i click n the Call List link, all i see is the dropdown menu for "Call List". In the "Available Call Lists" table, it is empty.
Have i missed out some steps or did something wrong?

Hi,
Make sure that your agent that are using to login into the Web IC is assigned in the call list overview.
Regards,
Patrick.

Campaing management channel telephony automatic call list

Dear Gururs,
On my current project we have integrated SAP CRM 2007 ICI with Genesys.
From the campaign management we are using the channel "Telephony" and a call list is generated. This call list is syncronized with Genesys and in Genesys we are using the Predictive Outbound to call customers.
When the current call is assigned from Genesys to an agent in IC WebClient I'm receiving the call list id in CAD (as SAP_CALL_ID). This ID is not used by the Interaction Center to identify the call list (I need it because I have a script assigned to the call list from the campaign).
Do I miss some configuration ?
Thanks a lot,
Valentin

Hi,
I had a different thread were I have found the solution and the correct understanding for this functionality.
[You can access it here ...|CRM 2007 - Automated call lists;
BR,
Valentin

Problem integrating Call-list's call results

Dear SAP experts,
I recently integrated the Call-list and wanted to take it to the next level. I have the call-list, calls, and assignments all set up, along with synchronized connection between the call and it's corresponding Business Transcation.
I was able to find the SPRO path towards defining call results/rescheduling reasons, but was unable to integrate it in my business procedure.
A little background:
I have predefined call-lists defined. I inject calls into them via ABAP coding (triggered by HTTP from my external CTI System).
For instance, every time a "callback" request occurs in the CTI system, it reaches out to SAP CRM by HTTP request and triggers a call creation and transaction creation. The Agent assigned to the call-list then identifies + makes the call directly from the call list.
I am not sure what should happen next... Where do the call results come into play?
Is he required to navigate to the relevant BT (via call list) and record the changes there? or can he record call results directly from the telephony toolbar?
Any guidance on the subject would be highly appreciate!!!
Thanks in advance,
Alon Chanoch
SAP CRM IC: Call-list creation.

Not a setting but a bug that occurs on many Nokia phones, including my N82 with V31 on it. i suggest you try a software update and if that doesn't solve then I don't think there's much we can do about it.
It doesn't bother me so when I see a thread about it I just move along. Do a search on this forum, who knows, You might just find something
Show your appreciation. Hit that kudos button real hard

Reading Call List information of CIC

Hi,
I want to extract the call list and call information for each user assigned ´to any call list in the CIC area.
I need to extract information like:
Number of calls
Calls completed
Calls posponed
Business Partner of the call..
Until now I hava already find some information in tables:
CRMD_TM_IACT                   Calls        !!!!!!!!!!!!!!
--> CL_PID = ID der Call List
CRMD_TM_CL                     Call lists
--> PID = ID der Call List
CRMD_TM_ASSIGN                 Call List Assignments
--> BO_EXID = User
--> CL_PID = ID der Call List
But I do not find the information about the business partner assignments.
Does anybody have some hints for me (e.g. BP assignment table or function modules for reuse).
Thanks in advance
Frank

Hi
try
CRMD_TM_IACT_BP - Business context information: one order and business partner (ACT_ID id activity, act_guid)
if not helpful:
check all CRMD_TM* tables.
Regards
Radek

Call List Assignment

Hi CRM Experts
Can anyone please help? I want to segment my call list and assign to different agents. For example, Surnames A-C to call agent 1, Surnames D-H to call agent 2 or alternatively the first 100 records to agent 1, the next 100 to agent 2, etc.
Is this possible and if so how?
Thanks in advance.

Hi,
I would start by looking at the standard program called by transaction CRMD_CALL_LIST. I am not sure that you can segment the call list as you describe but you could just create separate call lists for each agent and then merge them using the CRM_CALL_LIST* function modules.
Regards,
Patrick.

Assignment of call list to individual agents within the same territory

Hello,
I am hoping someone may have come across something like this and can tell me how they solved it.
We have two different user groups who are both interaction centre agents. We have set up the partner determination procedure to be based on territory for the call lists. There will be a user from each of these groups assigned to the same territory. Is there anyway that you are able to choose by using a characteristic of the call list which of the agents the calls are assigned to baring in mind they are in the same territory?.
Many Thanks
Caroline

Rich,
Retransport whole function group again by
After creating transport. using SE01 Click on the child task an choose Request/Task --> Change task in the menu.
Your task should be unclassified at the moment.
then go to change mode place the cursor in the child task then Press SHIFT+F11(display object list).
Click on New entries button.
Enter the following values:
for field PgmID : R3TR
for field Obj : FUGR
for field Object name : name of the function group to transport
Save your entries. and TRANSPORT
a®

Call list Generation

Hi All,
Can any one help me to solve this issue.
1. How the call list are generated & how it will be distributed to agents
Thanks
Gentila

hey,
You will first have to maintain the calling hrs fo the business partners in transaction BP under the tab Control. also maintain the calling hrs for the contact presons via the relationship tab.
Once this is done you can generate the call list via transaction CRMD_CALL_LIST here you will have to maintain the followin settings.
transaction type: Pcal
BP number :
Business hrs: A calling hrs
Under call list tick generate call list
mention the responsible user and organization
and tick on activate assigned list.
now go to transaction CRMD_TM_CLDIST
Find you call list initiall it will be inactive assign your org to it and activate it.
Now create a call list profile and assign it to your Ic Web profile.
Regads,
Diana Dias.
Reward with points!!!!!!!!!!!!!

Call List Management help

hi
does anyone know how i can create a Call List and then assign it to a responsble person? this responsible person can then assign an agent who will be responsible for processin the call list

hey
To maintain the cutomizing settings for cal list amnagement you will first have to maintain the calling hrs for the business partner in the transaction BP under the tab control and for the contact person in the relationship tab in transaction BP itself.
Once this is done u will have to generate the cal list using transaction CRMD_CALL_LIST in there use transaction PCAL specify the business partner, Responsible user and the organization along to which the user is assigned....once this is done you will have to maintain the call list in transaction CRMD_TM_CLDIST find your call list there and by default it will be inactive u will have to activate it.
Regards,
Diana Dias.
Reward with points!!!!!!!!!!!

IC web - call list

Hello,
does anyone know why, in the IC Web - Call Lists, on the right it shows the BPs belong to that call list.
I select on 1 of the BPs and then i click on the Identify Account navigation bar. When i click on the "Confirm" button, i get the error msg "Customizing settings missing. Assign partner functions to PCAL". I am sure that i have assign the transcation PCAL to the BP so why am i getting this message.?
what have i missed out?

Hi,
Have you maintained the partner procedure containing this account as one of the partner functions to the PCAL.
See what will happen is when you are calling this BP and selecting on the account identification tab, you have assigned a account identification as Contact person of the call or sold to party, but have you assigned this same partner function to the transaction.
KIndly check that.
Hope this will work
Regards,
Rekha Dadwal
Kindly reward with points if useful!!!!

Call List Mangement - IC Web Client

Hi Gurus,
We are using SAP CRM 2007. I am calling transaction : CRMD_TM_CLDIST using transaction launcher in IC Web Client with team lead business role so that I can Split the Call List, Assign the Call List to CSRs and Activate the Call List. When I select the Call List and right click on to view the list of the commands (as of SAP GUI screen) to work the Call List Management - does not shows me any options (such as split or assign or activate). Does any body know, how to get this work?? please help me out....
Cheers,
Peter J.

Hi John,
Thank you very much for your quick reply and guidance. I know the company which used PCUI - Call List screen, unofficially I came to know that SAP responded this company back saying that, SAP does not have plans to remove this PCUI screen/code from the future upgrades...
Once again thank you very much for your quick responses and the guidance. I will close this link...
Cheers,
Peter J.
Hi John,
2 corrections:
1. We are using IE 8.0
2. Transaction Code CRMD_CLMANAGMENT is not working in CRM 2007, we did the following:
a) Add URL to the URL Repository (SM30 table = crmv_ic_ltx_url) as BSP Application. Application = CRM_BSP_FRAME and Page = Entrypoint.do
b) Create Transaction Launcher entry (CRMC_UI_ACTIONWZ)
c) Crete Logical Link in (CRMC_UI_NBLINKS)
d) Call/Add the logical link to NavBar Profile
e) Add NavBar Profile to Business Role
f) Activate the logical link in Business Role (if necessary)
Cheers,
Peter J.
Edited by: Peter Jacks on Mar 25, 2010 9:30 AM

Marketing call lists

Hi all,
I have a BIG problem with our call list management process. We are configuring the marketing scenario in our CRM 4.0 system in order to generate several calls from a given target group.
Our problem is based on the agent distribution (of these calls) because we don't find any way to distribute these calls based on rules. (We need assign the generated calls
to different call center agents based on a specific customer criteria. The manual assignment provided by CRMD_TM_CLDIST tcode is not absolutely usefull for our customer).
We noticed that we can do this if we use CRMD_CALL_LIST (instead marketing planner) combined with the Assignmnet Profile (IMG-CRM-IC WinClient - Call List) and
assignment rule development (CRM_CLM_ASSIGNC_BADI BADI).
Do you know any alternative way to distribute calls from an automatic marketing generated call lists?
I need some help with this issue urgently
Thanks in advance
Javier Merino
Message was edited by: Javier Merino Vivar

Thanks for your answer but this solution is not valid for our requirements. We need to assign the marketing calls from a postal code perspective for example.
If the sold.to.party postal code is in a specific range, we need to assign the call to the Agent XX.
I think this is a development requirement but I don't know where's the BADI or whatever.
Thanks in advance
Javier Merino

Campaing and Call List

Hi.
We need to create a call list automatic by campaing executed. is it possible ?
When I execute a campaing, is creating a telephone call activity, but no a call list.
anybody know? and the answer is yes. What do we have to do?
Thanks.

Hi Juan,
Are you using the communication method Telephone?
I already saw this working and as far as I remeber it was standard ... no special customizing.
The only thing is that the call list wouldn't get automatically activated because you have to assign the group of agents that will execute it on call list administration and then activate it manually.
Regards,
Susana Messias

Automatic Partner Confirmation in Call List Management

Hi guys,
There are two possible ways to deal with Call Lists and the confirmation of accounts that are in this Call List. One is that after selecting the account and ending the call, the account will be removed from the call list. The other is, that the account will not be removed, this is done by call list profile NO_AUTO_PARTNER_CONFIRMATION.
We are using profile NO_AUTO_PARTNER_CONFIRMATION now because it can happen that an employee selects an account from the call list without calling at all. The problem is that even those accounts stay in the list that have been completed, Interaction Record for their planned call gets status completed. This way it is impossible to get an overview of the real status of the call list.
We are looking for a solution to remove the account from the call list once the status is complete.
Looking forward to any hints and help
Thanks
Nicole Lange

Hi Nuno,
it seems like this is going into the right direction! I copied the confirmation profile, selected both fields and assigned it to the role.
I also went to Business Transaction Synchronization > Define Call State Mapping Profile and made the following settings:
1. Call State Mapping: Call State "Complete" and User status "E0003"
2. Alternative Statuses: Call State "Complete" and User status "E0007", alternative Status CANC
3. Status Mapping: User Status "Complete" and Status mapping "completed".
Unfortunately, the system behaviour has not changed. So when I set an Interaction Record to complete and end the call (all is being done manually by the way) the call will not be removed from the call list. Also, the percentage of progress does not change.
When I unflag the field "No-auto completion" all calls will be removed from the list once I selected one. No matter if I set the Interaction Record to complete or not.
I found out that in order to synchronise from transaction to call list an action profile is needed. So I used action profile CALL_LIST_SYNCHRONIZATION and added it to the transaction. However, still the same problem.
Any config that I am missing?
Thanks
Nicole
Edited by: Nicole Patrizia Lange on May 15, 2011 1:49 AM

Assign pcal to call list?

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