Outbound E-Mail templates in a non-IC_AGENT Business Role
Hi,
Does anybody have experience of using outbound email templates in the CRM 2007 Web UI? Specifically with a non-IC_AGENT Business Role as the email editor in the Web UI is different to the IC_AGENT Business Role email editor. I am using a standard Grantor Business Role (CRMGRMPRGMAN) and therefore cannot select mailforms in the "Std Response" field used in the email editor of the IC_AGENT Business Role.
I have seen that when I create an Activity of type 'Outgoing E-Mail' that there is a "Default Text" field in email editor. Is this where I would select an email template? Can you please enlighten me as to how to create the templates and make them available in the email editor of an non-IC_AGENT Business Role?
Many thanks,
Onkar.
Hello Onkar,
(a) Email Editor is IC_AGENT has more advanced features compared to Email Create in NON IC_AGENT Business Role. One of the features being the Standard Response Group. Basically, Standard Response Group is grouping of Commonly used Standard Responses and assigning it to the Email Profile.
However, in case of NON IC_AGENT Business Roles, there is no such provision of assocaiting a Email
profile and thus there is no provision to assocaite a standard response group.
(b) With respect to Draft mails, please refer the note 1251719. As mentioned in the note, draft mails are not yet supported in these Roles.
Hope this clarifies your queries.
Thanks and Best Regards,
Varsha
Similar Messages
-
Problem when we log into the Webclient with IC_AGENT business role
Hello,
We are facing a problem when we log into the interaction center ( with IC_AGENT business role) after the login screen ( we fill the correct user and password) then system starts the application, but a error appears.
We dont knon why but it is happening only with IC_AGENT role, We have check the SICF and it is ok.
Cannot display view ICCMP_HEADER/HeaderViewSet of UI Component ICCMP_HEADER
An exception occurred during the internal HTTP communicationException Class CX_BSP_WD_HTTP_RESPONSE_ERROR
Text:
Additional Info: Business Server Page (BSP) Error
Program: CL_BSP_WD_STREAM_LOADER=======CP
Include: CL_BSP_WD_STREAM_LOADER=======CM002
Source Text Row: 159
Cannot display view CRM_UI_FRAME/WorkAreaViewSet of UI Component CRM_UI_FRAME
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View BPIDENT.MainWindow in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Initialization of view CRM_UI_FRAME/WorkAreaViewSet of UI Component CRM_UI_FRAME failed
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View BSPWD_BASICS/WorkAreaHostViewSet in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Cannot display view CRM_UI_FRAME/MainWindow of UI Component CRM_UI_FRAME
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View BSPWD_BASICS/WorkAreaHostViewSet in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Initialization of view CRM_UI_FRAME/MainWindow of UI Component CRM_UI_FRAME failed
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View CRM_UI_FRAME/WorkAreaViewSet in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Cannot display view Root.htm of UI Component CRM_UI_FRAME
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View CRM_UI_FRAME/WorkAreaViewSet in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
An error occurred during initialization of the application
An exception has occurredException Class CX_BSP_WD_RUNTIME_ERROR - View CRM_UI_FRAME/MainWindow in component CRM_UI_FRAME could not be bound
Method: CL_BSP_WD_VIEW_CONTROLLER=>BIND_VIEW
Source Text Row: 165
Any help thanks in advance.hi luis,
your error description reminds me of an inactive SICF, but you wrote, that you checked this before.
on this forum is an excellent entry with lots of hints and tipp for the IC WebUI:
Documentation for Interaction Center (IC) WebClient
Documentation for Interaction Center (IC) WebClient
maybe this will help.
best wishes,
hakan -
Individual Account Creation in IC_AGENT business role.
Hi,
After system got upgraded from 6.0 to EHP1, marketing attributes are not working as expected.
When i create an Individual Account type in ZIC_AGENT business role, it gets created successfully but its marketing attributes are not getting set when i check in the Account overview.
There is a BADI implementation of "BUPA_GENERAL_UPDATE", i debugged and found that in FM "CRM_MKTBP_READ_KSSK_AUSP", system is trying to get the attributes from table "ausp"
select * from ausp into table et_ausp
where partner_guid = lv_guid
and klart = 'BUP'.
I think, somewhere configurations are not done correctly. But i am aware where i check all these configurations for markting attributes corresponding to BP. If you know then please let me know.
Thanks
Raman.Hi,
You can check it in ,
MARKETINGPRO ( business role ) -> Marketing ( work center ) -> attribute Sets
search for the specific attribute/attribute set. go to OV page ..there will b check box for person and organization.
Regards
Sandeep Kumar B -
HTML Editor for creating e-mail templates for SAP Cloud for Customer
Hi Techies,
Is there any preferred software for creating e-mail templates to use with SAP Cloud for Customers ? I mean to avoid unnecessary errors when creating standard e-mail template which are recognized unified manner within the system.
Will appreciate with rewards points for best support.Here is a template for the wire-frame that we used. We went with pure HTML tables so that the response could be multi-client compatible. We found that additional code caused issues with certain clients. In the middle table, we had linked icons to our respective self serve properties and additional support options for Chat and our own Support Community.
The content of the email will be placed where #Text# is. Our email responses include the content and the basic signature. We also provide our detailed legal disclaimer at the bottom with additional links if needed.
Let me know if you have any questions.
Thanks!
Josh
<font face="Trebuchet MS, Arial, Helvetica, sans-serif" size="2">
<table width="100%" cellspacing="0" cellpadding="0">
<tr>
<td style="width:50px;"> </td>
<td style="border: 1px solid #9b9b9b; border-bottom: none;">
<div style="color: #6a6a6a; display: block; margin: 10px; padding: 10px;">#Text#<!--Placeholder for email content.--></div>
<p style="color: #6a6a6a; display: block; margin: 10px; padding: 10px;">Chat: <br />
Support Community: <br />
Customer Care: </p>
<p> </p></td>
</tr>
</table>
<table width="100%" cellspacing="0" cellpadding="0">
<tr>
<td style="width:500px; border: 1px solid #9b9b9b;">
<table width="100%">
<tr>
<td width="50" valign="middle"><!--Include links to self serve options here--><img src="XXXXX" alt="XXXX" title="XXXX" style="border:0 none;" /></a></td>
<td valign="middle">
<p style="color: #6a6a6a; display: block; margin: 5px;"><!--Include links to self serve options here-->Support is also on:
</td>
</tr>
</table>
</td>
<td style="border-right: 1px solid #9b9b9b;"> </td>
</tr>
</table>
<table width="100%" cellspacing="0" cellpadding="0">
<tr>
<td style="width:50px;"> </td>
<td border="1" style="border: 1px solid #9b9b9b; border-top:none;"><p> </p>
<p style="color: #6a6a6a; display: block; margin: 10px; padding: 10px;"><strong>NOTICE:</strong> Legal Disclaimer Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse a
magna non libero accumsan luctus. Donec purus metus, mollis nec
commodo ac, hendrerit pulvinar lectus. Sed quis elit felis. Duis ut
eros urna. Morbi fringilla nunc vitae enim mollis in sodales nisl
tincidunt. Etiam orci risus, convallis ut tristique in, vestibulum sed
ligula. Donec quis sodales purus. Donec dignissim lacus dignissim
justo fermentum eu volutpat justo consectetur. Fusce metus massa,
fringilla sed malesuada nec, vulputate quis lectus. Vestibulum et
venenatis ante. Vestibulum non dui dolor, et tempus magna. Cras
tincidunt cursus enim, id convallis tortor placerat eu. In in magna ac
dui pretium placerat. Duis tortor leo, viverra ac tincidunt nec,
bibendum non nunc.
Curabitur et turpis vel nulla vulputate ullamcorper id sed eros. Donec
orci lacus, elementum nec vulputate et, varius id neque. In ac magna
ac lectus gravida consectetur. Class aptent taciti sociosqu ad litora
torquent per conubia nostra, per inceptos himenaeos. Etiam egestas,
diam vitae molestie vestibulum, magna orci ultricies nisi, id luctus
lorem nulla nec lorem. Donec tincidunt vehicula ipsum eget mattis.
Donec dictum vulputate mi ut facilisis. Vivamus varius augue fermentum
libero iaculis quis dictum ante consequat. Aenean luctus massa sit
amet nulla sagittis id fermentum sem luctus. Vivamus odio diam,
lacinia ac egestas eget, tincidunt et sem. Sed a ante dui, eu
scelerisque eros. Nullam et faucibus odio. Nunc posuere auctor sem, ac
blandit ipsum molestie sit amet. Nullam nec luctus arcu. </p>
<p> </p></td>
</tr>
</table>
</font> -
Outbound E-Mail when creating a Service Request
Hi.
I am trying to set up a scenario where an outbound notification email is sent out when a Service Request is created. I have created the email FORM in WEB UI but was wondering how to trigger the email sending process (I am looking for the best practice).
A possible option could be to create an action that is triggered when the Service Request is saved but does the standard action work with a "email form" created from WEB UI (as far as I know it works with SMARTFORM) or do i have to code the whole logic myself:
-Get the template.
-Convert it to html.
-Populate data.
-Build email body and so on and finally send email and attach it to the Service Request.
I wonder if there is standard functionality for this.
Any help is highly appreciated.
Best regards.Hi,
If you are on CRM 7.0 sending e-mail when service request is saved is a standard functionality. Use Rule policy with Intent Driven Interaction context.
1. Create New policy and add your Business Role at the header.
2. Add IC Events 'OrderSaved' at the header.
3. Create Rule as follows:
Condition - If Current Event Equals Order was saved
Action - Send Out-Going E-Mail Using Mail Form
E-Mail Subject 'xxxxx'
Sender's E-Mail Adress 'email id'
Mail Form 'ZMailform'
Note:1. Make sure that your mail form has the attribute service request tracking text is inserted.You can see the service request tracking text attribute when you create the mail form in the Attribute Context 'ERMS
2. Make sure that your service manager profile has the your IDI policy assigned.
3. Your CRM 7.0 is on SP04 or above.
Let me know if you have more queries.
Rgds,
Shridhar
Edited by: Shridhar Deshpande on Jun 10, 2010 6:38 AM -
Is there any way, to create with Adobe Muse HTML-Mail Templates?
Is there any way, to create with Adobe Muse HTML-Mail Templates? or to convert the createt page to only html content? any other tool like an website copyer?
tanks for help!Off the top of my head, you should be able to create mail templates in muse BUT it will require very basic html/css knowledge on your part. I am assuming you want to do just the signature?
Create the design you would like on one page, dont do any kind of styling in a master page. Then export the site into a folder. Open the html file with notepad/ textedit and then copy just the code for JUST the template. Throw it in you mail app of choice and it should work.
This seems like something that would be done alot quicker in dreamweaver in design view.
PLEASE NOTE: ^i could be completely wrong - but in theory this may work. -
Hi Experts,
I have a requirement , wherein I need to make certain word in my custom mail template( palin text) as bold or underline( or both) , I tried Mail template Macros FORMAT for this but it didnt work , If anyone knows how can we achieve this please share.
regards,
VIshal GoelHi Vishal,
Please try below format, so that it may work.
FORMAT("b", "Title:") %TOKEN1%
FORMAT("b", "Posted By:") %TOKEN2%
LINK("View Full Message", "%LINK123%")
The above mentioned will work only when HTML Mail option is selected on the user account level under Account properties.
Please let me know if the issue still exists.
Also Please go through the below link, it will be useful for you.
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/001d645f-008f-3010-7b8f-e7935e46733a?overridelayout=true
Thanks,
Raj. -
Mail Templates in multiple Languages
Hello,
We are in Sourcing 7.0 SP02.
We have a language pack for languages like German, Spanish installed in our system.
But the mail messages for the users logging in those languages are still sent in English. Only some content like the footer/header are in local language since they are localized resources and they have language specific content. But the main mail message is in English. To give you an example: The workflow approval request message thats sent to a Spanish user looks like below:
Subject: Solicitud: Approval: Category Project: 123
Estimado test,
This message is to inform you of an approval request for the following: Category Project, 123
Approval Request: Submitted
Start Date: 31/01/2012 16:20
Document Owner: test user 1
Instruction:
To view this document and complete the requested approval task, please click on the link: http://hostname:port/fsbuyer/projects/projects_header,-2147483148:1100?rqaction=load&allow_redirect=true&hook=projectUIRQHook
No responda este mensaje. Si tiene alguna consulta o dificultad al utilizar esta aplicación, póngase en contacto con el servicio al cliente llamando al %TECH_SUPPORT_PHONE% o por correo electrónico a %TECH_SUPPORT_EMAIL%.
if you notice - the header, footer and some part of the subject is in Spanish - but the remaining content is in English.
Are mail templates in multiple langguages not delivered when we install the language pack.
When I copied a standard mail template and checked it - the content was empty for the other languages that we have installed.
Are we expected to create our own mail content for the other lanuages that are installed in the system?
Regards,
SrivatsanHi,
you need to reinstall the language packs after the tenant configuration. That should to it.
Seems to be a bug (feature) in SAP Sourcing.
/Anita -
Passing context parameter as Subject to GP Mail template
Hi ,
I am using NW 7.0 SP14. I am using GP mail notifications to send out mails and I am successful sending context parameter values in the body of mail template. Is there any way I can change the mail subject line dynamically by passing context parameter to the mail template.
Thanks.
MadhanHi Madhan
Unfortunately, using the standard mail templates in GP, it is not possible to add context variables for the mail Subject. These can be only added to the mail content.
Best regards
Armando -
Outbound e-mail in IC WebClient 7.0
Hi Experts,
Small question in regards to the use of sending outbound e-mails from the IC WebClient application.
- Is it possible to have these e-mails in the Agent Inbox?
- if not, is there any way to keep track of these e-mails and to look them up? (it is not stored in the CRMD_ORDERADM_H)
Thanks,
Sebastiaan.Hi Sebastiaan,
If it helps, for your second question you can track the outbound emails in SOST transaction.
I mostly use CRM4 and there we're not able to put the outbound emails in agent inbox only by configuration. In CRM7 I don't know if it is possible.
Kind regards,
Garcia -
Hi!
How can I change the e-mail template that B1 uses?
I know how to change the configuration of SBO mailer, signature, etc., but I don't know if it's possible to change the body and the format of messages.
Could you help me?For more information, check this thread:
Outlook integration installation
It is not a free add-on though.
Thanks,
Gordon -
Personalizing E-mail Templates in Guided Procedures
Dear All,
I need an E-mail template which will fetch me the context parameter value like defined in the the block of a Process through Guided Procedures as follows:
Context Parameter> Input Parameters (of type Structure)->Business Manager (String)
I need to get the value of "Business Manager" in the E-mail thats sent to all the context processsors.
I used "ctxt.personalData.lastName" where ctxt is the prefix of Context Parameters, personalData is the structure and lastName is the field to retrieve the value. But this is not working for me.
Please suggest the possible solution to this.
Regards,
Poornima.Hi Poornima,
Than you should check if this parameter is mapped. Send e-mail or Notification callable objects has own parameters and you should have such parameter for the callable object "personalData.lastName" which should be mapped to the context parameter of the action. When you define a due date or notification for an action you have a button "map" and also you should edit the Send e-mail or Notification callable objects so that they contains personalData.lastName parameter.
Regards,
Yordan -
Personalize E-mail Templates in Guided Procedures
Dear All,
I need an E-mail template which will fetch me the context parameter value like defined in the the block of a Process through Guided Procedures as follows:
Context Parameter> Input Parameters (of type Structure)->Business Manager (String)
I need to get the value of "Business Manager" in the E-mail thats sent to all the context processsors.
I used "ctxt.personalData.lastName" where ctxt is the prefix of Context Parameters, personalData is the structure and lastName is the field to retrieve the value. But this is not working for me.
Please suggest the possible solution to this.
Regards,
Poornima.
Edited by: Poornima H.G on Mar 18, 2009 2:17 PMHi Poornima,
Check the following thread:
Personalizing E-mail Templates in Guided Procedures
And next time it will be great if you don't create 2 posts for the same problem.
Regards,
Yordan -
Outbound e-mails blocked in Outlook
I'm using Outlook V14.0.2 for Mac and suddenly outbound messages became blocked again. Had problem previously more than a month ago when Port 25 was blocked so changed to port 587 and all was well. Suddenly this problem has reappeared again and with Port set ot 587 outbound e-mails are again blocked. Does anyone have a similar problem?
Anthony_VZ,
Thanks for your reply but I still cannot get this going. If I change the outgoing port to 465 and check the secure SSL option, it simply times out and still never sends the message. So, I tried all combinations -- setting the new port numbers as you have suggested for both incoming and outgoing, turning SSL both on, then off and nothing seems to work for the outbound messages. I am OK on inbound and even if I reset the incoming port to 995, messages come in on port 110. So, problem still exists for my outbound messages.
Any other suggestions? I am using a MAC and the version of Outlook is 14.0.2. All had been working fine so something must have changed on the verizon side. -
Creating a Mail Template for Letters
Hi,
When I am trying to create a new Mail Template for Letters in DEV it is asking me to enter the Package Name. What package name should I enter?
When I am trying to do the same thing in the QA system it is giving out the error saying
Changes to Repository or cross-client Customizing are not permitted
Choose Display Object or Cancel
SO we cant create a new mail template for letters in QA.?
I need your valuable suggestionsHi Gregor,
Thanks for the reply.
We are trying to use the Letters for our Campaign.
SO I am planning to use the Mail Template .
we are creating the Target Groups using the Segment Builder and want to assignt the letters as hte communication form.
So how can we take print out using the mail form created and assign it to the target group with the last name and address printing on the page.
Thanks for the patience
RGDS
Maybe you are looking for
-
Is it possible to have multiple itunes libraries on one computer? I already have one on here and my brother also has an IPOD that is linked to our lap top but we'd prefer to put it on here, it'd just be much easier to deal with. Is there any way we c
-
How do you get Netflix movies on Apple TV 2?
Folks: Apple says in the very first sentence on the very first page of the first chapter of their of their Apple TV 2 "Setup Guide" that you can watch streaming content from Netflix and then NEVER MENTIONS NETFLIX AGAIN! How disingenuous is that?!?
-
Decimal Places in Numbering with Outlines
I would like to have my outline follow a numbering pattern similar to the below example. ( I am using arrows to show the indents) 5.00 5.01 ---->5.011 ---->5.012 ---->5.013 ---->5.015 ---->5.016 -------->5.0161 -------->5.0162 ---->5.017 ---->5.018 5
-
Is there a way I can take a cassette played and into my iPhone and plug it and record the contents of the casstte onto my device?
-
My file size is saving around 12mb when i used to get 20mb when converting from cr2 or tiff files to jpeg using photoshop in creative cloud,how can i regain the larger size please?have i ticked something i shouldn't have.I also used to use import my