How to create employee BP role in PCUI.
Dear Experts,
We are trying to maintain case mangement system for employees in CRM but how to create BP with employee role in PCUI. In standard structure only Customer,Prospect,Consumer,& Competitor roles are available.
Is there anyway to directly create Employees in PCUI or replicate emplyee in PCUI after creating in GUI.??
OR,
Is there any functionalities in CRM to capture Cases or complaints of employees with workflow escalations.
Max. points would be rewarded for Userful answers.
Regards,
Basavaraj Patil
Dear Basavaraj ,
Which version of CRM are you using? Not sure about PCUI...In CRM 5.1 we are using UI and that option is available...you can create the Employee in UI. You can create the business role and can assign the corresnding profiles to it.
CRM->Usr Roles->Define Business Role
Thanks,
Atin
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