Follow Up and task for Interaction Record

we have IC Web and need to create Follow up and Task as follow up task  from the interaction record.
Can you please help me find steps to configure the same,

Suki,
I was maybe a little bit too fast:-)
Goto spro->CRM->interaction center webclient->business transaction profiles.
There you find some entries, select the business transaction profile that is attachted to your ICweb main profile.
Here you have an entry trans. type where you can select your interaction record transaction type, this is considered your 'leading' transaction type. A leading transaction type is the transaction that always will be created when an interaction occurs in the webclient. If you created some entries in the copy-control customizing action for your interaction record (let's say trans type= ZINT) like I explained in earlier post, you should check that the same transaction type is used here, the ZINT.
When you select your business transaction profile you see some options on the left ('Dependent bus trans', 'assign price type and price type list' and 'content management templates').
Select 'Dependent business transactions'. Here you can enter your transaction types that are applicable for your scenarios, you see four radiobutton options 'Sales', 'Service', 'Lead' and 'complaint'. Here you can choose which transaction type to be used in what scenario. If you enter here your sales order transaction and flag 'Sales' as scenario it should appear in the follow-up dropdownlistbox in the interaction record view. (And is also used as trans type when you select 'sales order' in the navigation bar in the webclient) The same counts for complaints.
Hope it's a little bit clear now!
Regards,
Joost

Similar Messages

  • Dates for Interaction records and other Business Activities in IC (CRM2007)

    Hello,
    I noticed that for interaction records or follow up business activities the dates are not displayed at all in the IC. Is there a way make the configured dates (in date profile) visible in the IC?
    Thanks,
    Patrick

    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

  • How can I find table names for Interaction Record

    Hi
    I need the table names for Interaction Record Notes, Description Field, Reason Code & IC Agent. Please assist.

    Hi Sunglad,
    The header data of the interaction record (incl. description) is saved in table CRMD_ORDERADM_H.
    The reason code can be found in table CRMD_SRV_SUBJECT.
    The connection between CRMD_ORDERADM_H and the CRMD_SRV_SUBJECT is rather complex:
    CRMD_ORDERADM_H --> CRMD_LINK --> CRMD_SRV_OSSET --> CRMD_SRV_SUBJECT
    get transaction guid from crmd_orderadm_h.
    get guid_set from crmd_link where crmd_link-guid_hi = transaction guid and objtype_set = 29.
    select guid from crmd_srv_osset where guid_set = guid_set found above in crmd_link table.
    select * from crmd_srv_subject where guid_ref is in all guid's found above.
    The text can be found in table STXH. I guess you need a function module (READ_TEXT) to
    retrieve the text.
    Hope this helps.
    regards,
    Wim Olieman

  • 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

  • Transaction type for interaction record

    Hi All,
       I created Z transaction for interaction record(transaction type 0010).But on UI instead of Z transaction,standard transaction is coming.Channel for Z transaction is maintained.
      All settings given in best practice have been maintained.
      Please let me know what can be the issue?
      Thanks in Advance..

    Hi,
    have you assigned your business transaction profile to your business role?
    transaction CRMC_UI_PROFILE.
    Select your IC-businessrole --> Assign function profile:
    Function profile ID = IC_BT
    Maintain here your Z-Profile.
    Kind regards
    Manfred

  • Cancel button for interaction records ICWC

    Hi experts.
    I want to add the standard button "CANCEL" for interaction records in ICWC interface. This button is enabled for the resto of transactions but not for the interaction record one. Do you have any idea?
    Regards,
    Pablo

    Hello,
    For CRM versions before CRM7.0, the only way to avoid Interaction record creation is to implement BADI
    CRM_IC_IARECORD. But be aware that it may have some negative impacts depending on the scenario you are using...
    Kind regards,
    Nicolas.
    PS: for CRM7.0 check out the release notes. It seems that a new "END" button has been introduced to avoid the interaction record creation...

  • Object for interaction records, service tickets and follow-up activities

    Hi,
    I need business objects or Function modules(anything) that contains the data realted to interaction records, service tickets, and follow-up.Please help me by mailing to my mail [email protected]

    My question was answered by Experts.
    1.I tried with the code to retirve GUID,HEADER/ITEM Guid's related to the BPnumber from CRMF_ORDER_INDEX table.
    2.I have stored header/item GUID's in different internal tables and append all the values that fetched above with in the loop.
    3. Clear header/item guid's,that they can have next value in the loop.(Important)
    4.Next step call the FM CRM_ORDER_READ with in the loop and assign import/export parameters.
    4.Display the records.
    Thanks for Everything.........

  • 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

  • I am processing cube see following results and task got failed any suggestion?

    Processing Cube 'PaymentServices' failed.
    Errors in the OLAP storage engine: The attribute key cannot be found when processing: Table: 'dbo_vw_PS_Fact_Disconnects', Column: 'Customer_Key', Value: '78749347'. The attribute is 'Customer Key'.

    Hi MarkSubedi,
    The error
    "Errors in the OLAP storage engine: The attribute key cannot be found when processing"
    This means SSAS could not find a record in the dimension table [table name] where column [column name] contained value [value].  Essentially, a "SELECT COUNT(*) FROM [table name] WHERE [column name] = [value]" returned zero.
    It can be caused in the following scenarios.
    Error ETL
    Bad Processing Order
    NULLs in your Fact or Dimension data
    Data Collation Inconsistencies
    Materialized Reference Dimensions Proessed Incorrectly
    For the details and solution for this issue, please refer to the links below
    http://toddmcdermid.blogspot.kr/2009/01/ssas-quick-reference-attribute-key.html
    http://www.msbiguide.com/2013/01/errors-in-the-olap-storage-engine-the-attribute-key-cannot-be-found-when-processing/
    https://community.dynamics.com/ax/b/axdilip/archive/2012/04/14/troubleshooting-olap-errors-in-olap-storage-engine-the-attribute-key-cannot-be-found-when-processing-table.aspx
    Regards,
    Charlie Liao
    TechNet Community Support

  • Change log for Interaction record

    Hi,
    While creating the interaction record  , i am entering some text in the "Notes" textbox  and other required details .
    In the change log it is maintaining all the entries except for Notes .
    My requirement is to compare the old & the new Notes text.
    So anyone please let me know whether this Notes text is stored in the change log and from where we can get its old value .
    Regards
    Manish

    Hi,
    Thanks for the reply , it worked for me.
    I want to know one thing that when i am reading that text data in the component ICCMP_BTTEXT , view TextView , Contextnode bttext method get_tdline .
    I have to modify the text before displaying it . But when i am using the method get_property_as_value , it is returning me only the first 255 lines  .Please let me know how to get the full text
    Regards
    Manish

  • Distinguishing First Run and Rerun for DVR Recording

    If you want to record a series, not just a single show, the only choice you have is to record BOTH First-Run episodes AND Reruns.  I note that Direct TV users and TiVo users have a choice when recording a series by selecting First Run Only or First Run and Repeats.  Without this discriminate, shows that repeat habitually throughout the day and week are recorded.  This is a major inconvenience if your recording are almost exclusively series TV shows.  It becomes very inconvenient for series broadcast on HBO, where throught the week multiple series and reruns--for example Boardwalk Empire--are all playing in a single week.  The lack of this feature--that other services already have--is a major shortcoming.

    Something odd there.  Which DVR model?
    Should be press DVR button scrool to manage series recordings, press right, scroll to show, press ok,  (options including change priority, modify series and cancel series.  Modify Series. press ok.  Options on that include episodes (first run only/first run and repeats). Scroll to episodes, press enter, change as desired, press ok, push right to save, press ok. close menus, may have to do repeated exits.
    You may also want to find the dvr settings to set your default options for creating series recordings.  menu/settings/system/dvr/default series options

  • Responsible Group Assignment for Interaction Record

    The Functional configuration team is trying to determine how to assign an interaction record to Responsible Group and not to an individual User.   If anyone has any suggestions or experience with how the responsible group can work, it would be greatly appreciated.
    Thanks

    Hi pamela
    Currently you have the parner function Interaction center agent in you Interaction record i.e why it is assigning it to the user.
    Interaction Record of ICWC is nothing but a business activity in the CRM online system ,if you want the responsible group to be attached to the Interaction record ,please assign the partner function Responsible Group to the Partner determination procedure assigned to your business activity as stated by sridhar..
    hope this resolves your Query
    Cheers!!
    Regards
    Raj

  • Jobs and Tasks for Automation of load data in Essbase ASO Cube

    Hi, all people,
    my question is about creating jobs or tasks for automation loading data in essbase cubes.
    I use .bat file witch run MaxL script for loading data form oracle database into an essbase cube. For running .bat file is made a Windows Task.
    Is there any other opportunities to run .bat file not using windows tasks? Maybe there is special utilities in Oracle EPM Systems or any other.....
    I am using essbase version 11.1.1.2.0.
    Thanks for reply))

    There is no internal scheduler.You either have to use Windows Scheduler, Unix Cron or a third party tool. Take a look at Star Analytics Command center, it is designed specifically for Hyperion applications http://www.staranalytics.com/products/command_center.htm

  • Business Object and tasks for Plant Maintenance

    Hi,
    I would like to know which object and method should I use to create the following tasks?
    Inspect equipment to check if faulty
    Replace equipmentCreate purchase order
    Maintain equipmentCreate service order
    Thank you.

    Hi Arun,
    Swtich on the event trace using tcode SWELS and then perform each of the operations you mentioned above. Then see the event trace using tcode SWEL to check which business object events and business objects are associated with these operations i.e. inspect equipment, replace equipment, maintain equipment etc.
    Then you can drill down in those business objects using SWO1 tcode and check if there are any methods for your requirements or not.
    Regards,
    Ibrahim

Maybe you are looking for