Central person of Interaction is not taken as central person of IC Web
Hello,
when we are opening activity in Agents Inbox (IC Web CRM 5.0) the central
person of this activity should be taken as BP treated actually in
Interaction Center Web Client. This is not happening.
As a result, we can not use the survey in Script. It is suposed to show
the marketing attributes of this BP and also to save answers as marketing
attributes of this BP.
The integration of Marketing attributes and survey is perfectly working
in CRM online, but does not work in IC Web .
Steps for Reconstruction are:
go to agents Inbox. Open one of the activities. You can see that BP is not taken as BP actually treated in IC. It
does not appear in the upper left field. Now open script and
answer the cuestions. The answers should be saved as marketing attributes
of BP with role "prospect" (which is the central person of the activity) but they are not.
We do not work with telephone-integration. We do not have a tipical sales
szenario, it is Marketing for educational sector, so there is no sold-to
party, sales area, etc.
Can anybody help me?
Thanks,
Cristina
Hi Christina,
There are 3 options when 'selecting' an object (e.g. activity) from the inbox:
- Interact
- Edit
- Display (or clickin hyperlink)
Only for 'Interact' the system will take the main partner and contact person from the activity and confirm them. As a result they will appear in the top left of the context area.
Regards
Gert
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