Business Activity in SAP CRM 7.0 WebUI
Hello SAP Experts,
In SAP CRM 7.0, under maintain activities, I have assigned categories to class interaction log, appointments and tasks.
The same categories have been assigned to some business activities. For example Category Sales Call (001) is assigned to Interaction Log. The sales call is in turn assigned to Transaction Type- Business Activity.
When I log on to web ui, I am able to see this business activity under Interaction Log and create the transaction.
In the same way, when I assign category u2013CX4 (Telephone Call) to class Phone Call to a Transaction Type-Sales Call (0001-business activity), I am not able to see the same in web ui.
The same holds good when categories are assigned to Class Miscellaneous, Letter, Meeting, E-mail etc, are in turn assigned to transaction types are visible in web ui.
Kindly clarify, whether all the business activities fall under APPOINTMENT, INTERACTION LOG, TASK, E-MAIL AND VISIT PLAN in WEB UI.
The other category class, apart from the above mentioned, where can they be used?
If yes, how do I do the customizing which would enable me to see all in WEB UI?
Thanks in advance
Regards,
Srinivasan.R
Hi Raghavendran,
I am facing the same problem. Other than Appointments,Tasks,Email and Interaction record I cannot create any other Activities.
I defined a new Transaction type assigned the category Misc but cannot create the Activity on WEBUI. As Raja suggested I have also assigned the Channel as WEBUI and ICWEBCLIENT but still does not work. Is there any Role specific customization that needs to be performed?
Please let me know if your issue is resolved and how you resolved it.
Any help will be greatly appreciated.
Thanks,
Pooja
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