Create interaction record to an incomming email

Hi Experts,
We are upgrading CRM 5.0 to CRM 7.0.
I am new to ERMS concept and i want to make settings to create interaction record with the incomming email.
Could some can help me with the steps to achive the above fuctionality?
Thanks in advance
Regards,
Babu

Hi Arden,
Thanks for the information.
Now I am able to create interaction record for incomming email, but i have below concrens in this.
1. How can i get the email subject as interaction record description? what are the seetings need to be performed for the same?
2. How can i attach/append the reply of the email to original interaction record?
Could you please guide me on above things?
Thank you.
Regards,
Babu

Similar Messages

  • Mail creates background image to some incoming emails

    In our business we use a signature that is a jpeg attachment. I received an email from a co-worker and his email is all unreadable because the Mail app added as a background image the signature from another co-worker.
    The visually unreadable email shows a repeated image of the other co-worker's signature image, they work in separate locations, and the source email is not showing this, we are experiencing this type of issue only with our Mac's Mail client.
    In our iPhones and Windows PC as well as the online webclient we don't have this issue.
    It seems that the problem is generated by the Mac's Mail app, like for some reason the emails from our company are identified to use this repeated image as a background.
    How can we avoid this? Any solution? Ideas? thanks

    Is MAIL on your computer set to load HTML automatically or do you have to use the 'Load Images' button for each message.
    If corporate mail admins thought about the load that comes with allowing jpeg sigs, coupled with the fact that it is impossible to extract any contact related info from them, they'd make sure they weren't allowed.

  • Follow up email creates a interaction record in business context area

    Hi experts,
    We have just upgraded system to 7.0. here we are facing a problem when we create a service order and save it.then we go to inbox and search for the service order->create afollow up activity->go to the action and send a follow up email.
    Now as per requirement: once we send the follow up email it should appear in the business context area with status "out email"
    but here once we send the email another interaction record is getting created in business context area and when we click on the interaction record we have the email with status"sent email" in the activity clipboard.
    even If we go to SOST t.code we find the email which was sent is listed here.
    if anyone has faced similar issue kindly suggest.
    Thanking you in advance,
    Deepa

    Hi Joaquin ,
    I have already gone through Notes  669072 scenario 1 and all teh customising is maintained properly.
    The main issue is as per requirement when we send the follow up email it should not create a new interaction record and the sent email should appear in the business context area.
    Regards,
    Deepa

  • Follow up email creating a interaction record

    Hi experts,
    We have just upgraded system to 7.0. here we are facing a problem when we create a service order and save it.then we go to inbox and search for the service order->create afollow up activity->go to the action and send a follow up email.
    Now as per requirement: once we send the follow up email it should appear in the business context area with status "out email"
    but here once we send the email another interaction record is getting created in business context area and when we click on the interaction record we have the email with status"sent email" in the activity clipboard.
    even If we go to SOST t.code we find the email which was sent is listed here.
    if anyone has faced similar issue kindly suggest.
    Thanking you in advance,
    Deepa

    Hi Joaquin ,
    I have already gone through Notes  669072 scenario 1 and all teh customising is maintained properly.
    The main issue is as per requirement when we send the follow up email it should not create a new interaction record and the sent email should appear in the business context area.
    Regards,
    Deepa

  • ERMS: Creation of Interaction Record and Service Ticket

    Hi All,
    I am configuring the ERMS system (SAP CRM 2007). So far I am been able to get internal emails into the CRM system and the emails are getting routed to the respective agent's inbox based on the rule in Rule Modeler.
    I have created rule for creating Interaction Record and Service ticket. However, Interaction Record and Service ticket are not getting generated. Also, I am not able to receive external emails (yahoo, gmail etc..) into SAPconnect.
    Any input on these issues is appreciated.
    Thanks & regards.

    Hi Namita,
    Same as the other thread, please make sure that the BP is identified for the incoming email and then only the creation of the IR/SO ERMS Actions will get executed with success.
    I am not sure, whether you still face this issue ?
    Thanks & Best Regards,
    Vinod
    Edited by: Vinod C on Mar 25, 2009 3:38 PM

  • Interaction Record Activity

    Dear friends,
    In my business scenario i create interaction record for every call to any customer and i create follow up activity like visit or appointment to this customer but some times i want the system to stop the user if he create two visits with the same time in any calendar of any employee.
    Best Regards,
    Mohamed

    Hello Mohamed,
    ORDER_SAVE Badi is called during saving. Here can you
    implement (Meth CHECK_BEFORE_SAVE) your own coding / requirement.
    Regards,
    Reshma Rao

  • FM for Interaction record

    Hi
    Any body  could you pls post me what exactly is the FM for Interaction record creation in CRM?
    Thanks

    Hi ,
    Please refer to this link. Hope it helps.
    Create interaction record using BAdi ORDER_SAVE
    rgrds,
    Randhir

  • Interaction Record ticket to Email

    Hi Experts
    I am stuck with this problem:
    I create a service ticket from ICweb, so first an interaction Record is created then service ticket created.
    Let's say the service ticket is passed to somebody else to have a look, so with the inbox i look at all tickets created and go back to the one just created. Now I want to send an email from this ticket to the customer, the problem is the creation of the email triggers the creation of a new interaction record, and the BP of my service ticket is not passed to this interaction.
    Is there a standard way to achieve the copy here from Ticket to Interaction record for the partners as the copy control doesnt seem to work...
    Thanks in advance
    Aurelien
    System: CRM 4.0

    With CRM 7 this problem won t exist anymore...

  • Incoming Email alert in interaction center

    Hello Experts,
    We are using CRM 7.0 interaction center. Please suggest the solution for below issues.
    Is there a way to display an alert(a popup) to agent about an incoming email assigned to his group or in coming email assigned.
    Also is there any possibility to display an alert to show about transactions assigned to him while agent working in interaction center.
    Regards,
    Shaik.

    Hello,
    Yes it is possible, but not using standard alerts though.
    You need to check rule editor to create own logic for retrieving the information to display as alert, and stock it into the fact  base.
    Then create an alert on this fact base attribute.
    Finally create, via IDI, a rule to display the alert.
    These are the basic steps for your need, you will find many example on SCN regarding IDI and alerts.
    Best regards,
    Sylvain AGUETTAZ

  • Inbound email in interaction record

    Hi experts,
    I use workflow WS 14000164 to process incoming email. I would expect somehow to have the mail in BP interaction record. I can see the workitem and the attached email in WebClient Inbox but I do not see it in interaction record. Which solution does the standard provide?
    I am using CRM2007.
    Best regards,
    Patrick

    HI ,
    Currently even i was unable to find the solution for the inbound email attachment , i can see the attachment in the email, while processing email attachment is not automaticallly link to Interaction record.
    Even if log in to SAPGui and transation it does't contains attachment .
    Activity clipboard i can see the inbound email .
    Best Regards,
    Satish Kumar

  • Auto Create service order from incoming email

    Hi,
    We have a requirement that we want to create service order with a default transaction type automatically from an incoming email. Also we want to route this service order to a specific service group on creation an above.
    How can we handle this? I know we can create a rule policy with an action to auto create a service order. My question is how do we set up that this service order is of a particular transaction type and has the default routing to the specific service group..
    Thanks
    Dan

    Hello Dan,
    You can specify the transaction type (for ERMS auto-created Service Orders/Tickets) via IMG configuration. In transaction CRMC_ERMS_SM_PROF you select the DEFAULT service manager profile and open the folder "Indirectly Called Services". Then you can specify the transaction type for each of the relevant service IDs: AH_CREATE_SO and AH_CREATE_SR.
    Best regards,
    John

  • How to create Incoming Email Activity using BAPI or Function module

    To create an Incoming Email Activity using BAPI 'BAPI_ACTIVITYCRM_CREATEMULTI' or using 'CRM_ORDER_MAINTAIN' . what parameters i need to pass to a bapi.
    Suggest me with a solution.
    Regards,
    Sanjani

    For activity you must fill the following structures of 'CRM_ORDER_MAINTAIN'...
      CALL FUNCTION 'CRM_ORDER_MAINTAIN'
        EXPORTING
          it_activity_h             = t_activity_h
          iv_collect_exceptions = ''
        CHANGING
          ct_orderadm_h         = t_orderadm_h
          ct_input_fields       = t_input_fields
        EXCEPTIONS
          error_occurred        = 1
          document_locked       = 2
          no_change_allowed     = 3
          no_authority          = 4
          OTHERS                = 5.
    And at the end you must use also 'CRM_ORDER_SAVE' to performe the save.
    Regards.

  • How to create new actions ? in the interaction record screen

    Hi all,
    I'm working with the IC web client.
    In the interaction record screen the is a link to actions.
    But how to create new actions ? schedule actions ?
    Component "ICCMP_BT_INR"
    View "InrHeaderViewSet"

    Hi Eran,
    Gret is absolutely right ..The actions are transaction type specific and can be attached along in the customizing as mentioned above by gret , these can then be tested in the SAP gui first for their scheduled and start conditions and then in the ICWC.
    There is no special settings for actions in ICWC if they are there in your transaction they will come in the ICWC.
    Hope this helps
    Regards
    Raj

  • Automatic creating a Interaction record in the WebClient

    Please help!  I need a way to automatically create a Interaction Record in the Web Client from a file.  Is anybody know how to do this.  I need to extract data from another system like R/3 and automatically load this into the interaction record, but I don't which ways to approach.

    Hello,
    In a SAP standard scenario an interaction record is always created. You can however control this behaviour in the "Business Transaction profile" which is linked to the "main IC web profile". In that business transaction profile you need to define a "leading" business transaction. This leading bus. trans. is the transaction that is created the moment a business partner is confirmed.
    To automatically fill this "leading" bus. trans. (an interaction record in your case) you have multiple options, you can code this directly in the webclient BSP pages (eg by subscribing to the "bp confirmed" event and then fill the interaction record that is created) or in the overall system by working with events on bus. obj. To control what is initially filled there is no standard process foreseen in this flow.
    Hope this helps,
    Kind regards,
    Joost
    Edited by: Joost Stallaert on Jan 19, 2009 11:25 AM

  • Change Person template applied to new customers created via incoming email

    Hi,
    Has anyone ever tried to change what Person template is used when a Customer is created via incoming email?
    Up to now we’ve just had one “Customer” Person template and this is applied to new customers created via incoming email and via AD synchronisation.
    What I want to happen is for Customers created via AD sync to continue picking up the existing Person template, but I want Customers created via incoming email to pick up a different Person template.  This template has various fields set to different defaults (e.g. it’s Organisation set to “External”, Customer Profile set as “External”).
    If anyone can point me in the right direction it would be appreciated.
    Thanks,
    Ian

    Thanks both for the advice.  I decided to go for the "easier" option of using INBOUNDMAILIA2 (as it's something I have used and modified a lot in the past).
    In case anyone is interested, this is the main bit of the code I came up with.  Although not perfect - as it doesn't actually apply a different Person template - it does update the keys fields that allows us  do what we want.
    !     /* If Call Template is 'Valuation' and the Customer is external (user has no Domain set) then set various Person attributes:
    !     /*  Set custom 'Don't Email' flag to TRUE; 'Customer Profile' (Department) to 'External'; 'Organisation' to 'External' (if currently Unspecified)
         SELECT @VALUATION_T_PLATE_NAME = CUSTOM_VALUE FROM CUSTOM_SYS_OPTIONS WHERE CUSTOM_ATTRIBUTE = 'VALUATION_T_PLATE_NAME' AND STATUS = 'A'
         SELECT @TEMPLATE_REF_TO_MATCH = CALL_NUMBER FROM CL_CALL_LOGGING WHERE TEMPLATE_IND = 1 AND T_PLATE_NAME = @VALUATION_T_PLATE_NAME
         SELECT @TEMPLATE_REF = TEMPLATE_REF FROM CL_CALL_LOGGING WHERE CALL_NUMBER = @ITEM_NO
         IF (@TEMPLATE_REF = @TEMPLATE_REF_TO_MATCH)
         BEGIN
          SELECT @CUSTOMER_REF = USER_REF FROM CL_CALL_LOGGING WHERE CALL_NUMBER = @ITEM_NO
          SELECT @USER_DOMAIN = USER_DC FROM AR_PERSON WHERE REF = @CUSTOMER_REF
          IF (@USER_DOMAIN IS NULL)
          BEGIN
           UPDATE AR_PERSON SET CUSTOM_CHECKBOX_1 = 1 WHERE REF = @CUSTOMER_REF
           UPDATE AR_PERSON SET DEPARTMENT_REF = 1 WHERE REF = @CUSTOMER_REF
           SELECT @ORG_REF = ORGANIZATION_REF FROM AR_PERSON WHERE REF = @CUSTOMER_REF
           IF (@ORG_REF = 0)
           BEGIN
            SELECT @ORG_REF = CLIENT_CO_REF FROM AR_CLIENT_COMPANY WHERE CLIENT_CO_NAME = 'External'
            IF (@ORG_REF IS NOT NULL)
            BEGIN
             UPDATE AR_PERSON SET ORGANIZATION_REF = @ORG_REF WHERE REF = @CUSTOMER_REF
             UPDATE CL_CALL_LOGGING SET CLIENT_COMPANY_REF = @ORG_REF WHERE CALL_NUMBER = @ITEM_NO
            END
           END
          END
         END

Maybe you are looking for

  • What's wrong with the display?!

    Of my many macs, one is an iMac snow. It still works pretty good, and recently I put in a new harddrive and installed Mac OS X onto it. It's been working perfectly fine for the last few months now. However, just early today the display went bonkers.

  • PO Account Assignment Tab in ECC - with Split Accounting

    Hello, We currently are using Funds and WBS Elements within our SAP system.  When both a fund and a WBS Element are used on one line item within the shopping cart, I am able to see all of the information (fund, wbs element, fund center, cost center,

  • Email notification center not working on iPhone5

    My email notification center on the new iPhone5 does not appear to be responding to changes that I make. For example.  Whenever I'm at the office, I don't need my phone to notify me of every email that comes in.  So I go into NOTIFICATIONS, EMAIL, an

  • I am having trouble printing 4x6, 1" bottle cap images, they are printing too small

    I have a new iMac and cannot get standard 1" bottlecap images to print to the correct size. They print slightly smaller than 1". They are printed on 4"x6" photo paper. I am selecting that size when I print. I also can print from photoshop. Thanks for

  • Xft-config is missing in Lion.

    I have noticed that somehow xft-config is missing in Lion. Then I just copied from SL's, which still seems to work on Lion. I wonder why it is deleted in Lion.