Business Roles and Tasks

Hi experts,
We´re involved in a SAP CRM implementation. We´d need to know if it´s possible to link Transaction Types with a Business Role. This is, when the user goes to create a new task, a window pops up with all tasks: is it possible to limit Tasks by Business Role? Maybe there´s a customizing point where you can define, by business role, the availabe tasks for that business role.
Thanks in advance.
Javier

Hi Javier,
As far as I understand you want to restrict transaction types per business role.
You can achieve this by customizing. You can create a transaction profile in customizing for each business role and assign the transaction types you have created to this transaction profile.You can find this customizing activity in spro transaction.
Then you can assign transaction profile you have created to your business roile by assigning function profile 'transaction profile' to the business role in crmc_ui_profile tcode.
In this way when you login with the business role the transactions you have maintained in transaction profile will only be shown up in the pop up.
I hope this helps yiour requirement. Let me know if you require any further information. Thanks.
Regards
Yogesh

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Hi
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Hi Javier,
As far as I understand you want to restrict transaction types per business role.
You can achieve this by customizing. You can create a transaction profile in customizing for each business role and assign the transaction types you have created to this transaction profile.You can find this customizing activity in spro transaction.
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