Marketing attributes in IC WebClient 2007 or 5.2?

Hi,
In Interaction center when agent does the search for an account and cant find it, he/ she can create a new account.
1) How do we know what Business role and grouping its getting created.Where can we control this?
2)Also when creating a new account , the options are to create only with basic data like name, address etc. I also want to add some marketing     attributes that I have already? how can I do this?
This can be done in new Web UI but not in new Interaction center UI? why so?
Thanks in advance

Hello Praveen,
You are correct. If you want to maintain marketing attributes for an account (customer) in CRM 2007, you need to navigate to the CRM WebClient Account screen (accesible from roles like the MARKETING_PROFESSIONAL role). The reason that marketing attributes have historically not available by default as part of the Interaction Center screen (accessible from the IC_AGENT role) is probably based on the assumption that the Marketing organization owns the marketing attributes and should be the one to maintain them, rather than e.g., the customer service agent or telesales agent.
That being said, I have seen some customers who implemented marketing attributes inside interactive scripts so that their interaction center agents could maintain the marketing attributes as part of the interactive scripting / customer survey process.
Warm regards,
John

Similar Messages

  • Alerts for Marketing Attributes in CRM 2007

    Hi
    We are using CRM 2007 and we have marketing attributes maintained on the Sold-to party business partner. We want this marketing attribute to be displayed in the interaction center when the agent confirms the account.
    How to configure Alerts (Intent Driven Interaction) for marketing attributes.
    Thanks and Regards
    Rupesh Patil

    Moved to CRM - Interaction Center Forum

  • TO get marketting attribute of BP in CRM

    How can i get the marketting attribute of Business Partner in CRM through RFC?

    HI Kamesh
    Unfortunately CRM 5.0 does not have as great a level of technical support for viewing BSP field details as CRM 2007 & 7.0
    This may help.
    Determine the view which you need to reference.
    To do this go to transaction SU3, for your user profile, click on the Parameters Tab. Add Parameter: CRM_ICWC_TEST
    with value xX3456789.
    Save the changes, now login into the Webclient and go to the view in question.
    Hover your cursor over the view header area, you should get a view name, something like CRM_IC/BupaSearch.htm
    No go back to the GUI and go to transaction SE80, Select BSP Application and search on the first part of the name returned from when you hovered over the view eg CRM_IC. Press Enter.
    Go to the Views folder, locate the view with the name from the second part of the name returned from when you hovered over the view eg BupaSearch.
    Double click on the view. You should then be able to see the code for the view.
    Also Transaction BSP_WD_WORKBENCH is useful and may provide a higher degree of technical information that you seek.
    Hope this helps.
    Regards
    Arden

  • Marketing Attributes Authorization

    Hi all,
    I would like to know whether is it possible in CRM 2007 to set the authorization for some specific Marketing attributes so that only authorized user can see those marketing attributes. Would appreciate if some hints are also provided.
    Regards,

    Hi,
    Go to transaction pfcg & search for your standard marketing business role, then under authorization tab you can see all authorization objects maintained under  "display authorization data". Edit the objects for your fields to suit your requirements...
    Let me know if this works...
    Best Regards,
    Vishant

  • Marketing attributes update via survey

    Hi experts,
    I'm a bit stuck with a survey scenario with the CRM survey suite. I'm working on a CRM 2007 system.
    My goal is to eventually send a email to several business partners, with a link to the survey. In this survey there are marketing attributes that can be chosen, so when the business partner completes and sends the survey, the marketing attributes of the business partner in CRM are filled.
    What I did so far:
    - In the Survey Repository I created a new XML file, under Parameter XMLs -> bsp.
    <?xml version="1.0" encoding="UTF-8"?>
    <SurveySystemParam
    Action="http://**crm05.corp.*******.com:8000/sap/bc/bsp/sap/crm_svy_server/Survey.htm?sap-client=158"
    Method="post"
    Enctype="application/x-www-form-urlencoded"
    AccessURL="http://**crm05.corp.********:8000/sap/bc/bsp/sap/crm_svy_server/Survey.htm"
    IncludeStylesheetInOutput="true"/>
    - Created a new marketing survey in the CRM survey suite: Here I could select al my marketing attributes I created before.
    - In the maintenance of the Survey Attributes:
         o  Evaluation without business information warehouse (marked)
         o Callback to PBO: CRM_MKTCA_SURVEY_MKT_PBO
         o Callback to PAI: CRM_MKTCA_SURVEY_MKT_PAI
    I found somewhere I had to fill in those values by the interface to application.
    Now my problems..
    When I try to generate an URL, I select the options:
    GET option: BSP
    GET file: my xml file
    SEND option: BSP
    GET file: my xml file
    I thought these where the options I had to choose to create the URL, but when I try to test: a blank screens opens.. So no survey is shown.
    When I changed the second option to MAILTO (and select the standard available xml), the URL works (survey is shown). Is this the correct way?
    And.. Not sure what do next, I don't see how the survey will be linked to the right business partner.. When the survey is send to a business partner, the reply of the filled in survey will automatically be linked to the right business partner in CRM? There are more settings needed?
    Thanks in advance for your help! If you need more information please reply!
    Jasper.
    Just start up a campain with a mailing form, a link to the survey. Than send this as an email? Than the

    Hi,
    we are using CRM 4.0 and here it works fine.
    Regarding update of marketing attributes: See note 638320
    I think you did it the right way choosing BSP in both options. Here is how the Parameter file looks in our DCR system and it works:
    <?xml version="1.0" encoding="UTF-8"?>                                                                                <SurveySystemParam  Action="http://svc1DCR.postdk.net:8020/sap/bc/bsp/sap/crm_svy_server/survey.htm?sap-client=210" Method="post"  IncludeStylesheetInOutput="true" Enctype="application/x-www-form-urlencoded" AccessURL="http://svc1DCR.postdk.net:8020/sap/bc/bsp/sap/crm_svy_server/survey.htm?sap-client=210" IncludeStylesheetInOutput="true" />
    You can find the Http service in transaction SMICM.
    Best regards
    Annette

  • Alert for Marketing Attributes

    Hi
    I am sorry but I donu2019t understand the solution presents in the last questions on this issue.
    I am using CRM 2007 and I have marketing attributes maintained on the Sold-to party business partner. I want this marketing attribute to be displayed in the interaction center when the agent confirms the account.
    The alert for bringing standard First Name, Last Name & City works fine.
    My Question is How and Where can i add the marketing attributes parameter so when I will create ALERT I can choose it from the list of attributes that appear in the Current costumer (beside First Name, Last Name & City)?
    Thanks & Regards
    Merav

    Hi Merav,
    Create Marketing attributes using the transaction CRMD_PROF_CHAR
    Maintain the Attribute set using the transaction CRMD_PROF_TEMPL
    And assign the Set to a Business Partner
    Define Business Data Context (BDC) Attributes for the field Group BUSINESS_PARTNER create an attribute with Xpath Xpression
    //CURRENTCUSTOMER/BuilMktAttributeRel/VALUE
    For Ex  ZMKTATTRIBUTE
    Now create an alert using this attribute ( you have to select this Business Partner list in the attibute list of the alert )
    Then create a rule for ex if the current event is BP confirmed then trigger the alert
    This should work!!!
    Regards,
    Kiruthika

  • Alerts for Marketing Attributes in IC

    Hi
    We are using CRM 2007 and we have marketing attributes maintained on the Sold-to party business partner. We want this marketing attribute to be displayed in the interaction center when the agent confirms the account.
    How to configure Alerts (Intent Driven Interaction) for marketing attributes.
    Thanks and Regards
    Rupesh Patil

    Hello Rupesh,
    I have solved a similar problem raised by you ( i guess ) in one of the oss message. If you maintain the Xpath of the attribute that you have created for BP marketing attribute as /CURRENTCUSTOMER/BuilMktAttributeRel/VALUE it should work. Could you please tell me what settings you have made for displaying this?
    Regards,
    Kiruthika

  • Change History for Marketing Attributes

    Hi Gurus
    Is it possible through standard config to record changes against BP Marketing Attributes in CRM 2007 or 7.0?
    I know it can be done with custom code but was hoping SAP had delivered this via config now.
    Many Thanks
    Panduranga

    Hi Anders,
    tell me please, where is exactliy in TX CRMD_MKT_TOOLS I can switch on marketing attributes change history? I only found deletion * mass update functionality.
    Best regards,
    Alexander Kirillov

  • Authorization Object for Marketing Attributes

    Hi Experts,
    We are working with CRM 2007 and use in BP Marketing Attributes. Does someone know if there are any authorization objects for Marketing Attributes? We would like to restrict some of users to see some Attribute sets!
    Thank you in advance,
    Roula

    Hi Roula,
    Thank you so much for awarding points.
    Please note that in Transaction PFCG you have to assign the appropriate three digit attribute set key under the authorization group BGKRL to the authorization object C_KLAH_BKL for assigning attribute sets and to the authorization object C_KLAH_BKP for editing attribute sets.
    Please have a look at the Note in the bottom of the page at the following link for further information.
    http://help.sap.com/saphelp_crm60/helpdata/en/46/3517cc86e01421e10000000a1553f6/frameset.htm
    Regards,
    Deepak

  • Populating marketing attribute of bp in new field created by eew in crm

    Hi all,
        I have created new field in transaction types(lead opp, quotation and order) through eew.
        how do i populate a value of a marketing attribute that i have maintained for a business partner(TABLE for marketing attribute:- AUSP) in the new fields created in all the transaction types.
        Can anyone help me in how to achieve this as it is an high priority issue for me?
        I have tried doing by writing a code in pbo of the screen in which fields are created but it gives me a dump at item level if item is maintained otherwise it works but item is compulsary.
    Regards,
    Rahul

    Hi Rahul,
    Check the BADI 'CRM_CUSTOMER_H_BADI'
    Implement the method 'CRM_CUSTOMER_H_MERGE'
    First of all select the data from the table.
    Fill in the appropriate corresponding field in the structure 'CS_CUSTOMER_H_BADI',of the method, with the data extacted. Finally(very important), In the table 'IT_INPUT_FIELD_NAMES', of the method, append a line with the field FIELDNAME containing the name of the field in the Customer_h structure and field CHANGEABLE containing space.
    I think this should solve your problem.

  • Error in Marketing Attribute Update

    HI All,
    I need to update the Marketing attribute of the BP. For this i tried using below mentioned FM
    1. CRM_MKTBP_ASSIGN_ATTRIBUT
    2. CRM_MKTBP_CHANGE_BP
    Now i am facing a strange issue here. My code is able to update BP half of the time and half of the time Not at all.
    Doesn't return any error OR warning, but not working.
    Is there any thing else which i can try Or any limitation on Marketing attribute, I simply have no idea how to resolve this.
    Any help is deeply appreciated.
    Dave

    HI Prerna,
    Thanks a lot for the reply...
    I tried your approach, but still not able to resolve it.
    I am not getting any error in the return table. It shows success. But when i go to BP transaction and then to Marketing attribute tab, i don't see any Attribute Set assigned to BP.
    When i go to Edit Mode and manually assign attribute set, It shows me the values passed by me, but even there also if i save BP, Attribute set is not getting saved.
    I am thinking it might be a bug, did any body else has faced similar problem with Marketing attributes?
    If yes, what is the Solution for this and did you raised any OSS?
    FYI, We are working on CRM 7 Ehp1.
    I am able to find One Error. When my program is calling FM CRM_MKTBP_ASSIGN_ATTRIBUT_TAB. It is raising an exception.
    Exception is 'CX_SY_OPEN_SQL_DB'. In the FM at line 340 there is a statement:
        INSERT ausp FROM TABLE lt_i_ausp.
    This is the place where exception is raised.
    I am looking for a Note for this, but if some body has any idea on this, Please share.
    Dave
    Edited by: Dave on Sep 19, 2011 12:28 PM

  • Error message while creating marketing attributes

    I get a message 'express document "update was terminated" recieved from author' while creating and saving a marketing attribute. The attribute gets created and I can assign them as well. I would like to know why I am getting this message and am I missing something?
    I am using CRM 5.0 online.
    Regards
    Ani

    You should check if there is a dump in ST22..... If there is one, then you can find the cause there... Most of the times it is an Authorization Issue.
    Thanks,
    Ranjan

  • Urgent: How to Remove assignment of a marketing attribute for an BP

    Hi Guys,
                In my project we are  maintaining two marketing attributes for all the business partners.
    But there is a need now based on some condition we want to remove one of the assignment for the BP (I.e which ever BP matching the condition)..
    I dont want to remove this manually  using the transaction code..
    Is there  any function module to remove the assignment of the marketing attribute  for the BP.
    Would appreciate an early reply...Since it is very urgent...
    Regards,
    Sundar

    HI Sundar you should follow the following steps.
    1. Create a target group in the segment builder selecting all the business partners that meet your criteria.
    2.  Go to the Expert tools (transaction CRMD_MKT_TOOLS)
    3. Select the Deletion of an Attribute for All BP Assignments to a Target Group  option.
    4. enter in the name of your target group, the attribute set and attribute you want to remove.
    Nima

  • How to deactivate the marketting attributes for BP in CRM

    Hi,
    how to deactivate the marketting attributes for BP in CRM
    I can add and maintain the same using tcode crmd_prof_char
    But how do I deactivate.
    Points will be rewarded
    Thanks

    .

  • Obtain list of fields for marketing attributes against BP

    Hi All,
    I'm working on a data extraction routine for BP data and need to be able to allow the user to select which fields will be extracted and added to the output file.  I've got some standard code that so far uses a data dictionary structure to create a pop up of fields with checkboxes so the user can select which fields to output - it uses FM DDIF_FIELDINFO_GET to simply list all fields for a given structure.
    My requirement is to extend this so that all possible marketing attributes against business partners are also available for selection in the field list.  I guess to do this I need to find a way of reading all fields defined for any BP type attribute sets.
    Does anyone know of any FM's that do this or have any ideas around tables I can read?
    Note: I'm after the atttribute names not the actual values.
    Thanks,
    Gareth.

    Hi Gareth
    I think the function modules in group CRM_MKTPFTPL_OW are really valuable.
    Maybe you could call CRM_MKTPFTPL_GETLIST and then call CRM_MKTPFTPL_READ_CHR for each one.
    They aren't called by Pratik's FM's though .
    Cheers
    Dom

Maybe you are looking for