Related Information Section Details to Main SR Page

Hi All,
We have new requirement where we need to send an email when an SR is modified to the SR contact. When sending the email, the body of the email should have the details of activities (both open & closed) with the SR details.
Do we have any option in Siebel on demand where we can populate information from (open & close activities) to any field in SR. By doing this we can then use that SR field which will have activities to send email.
Please let us know if we have a solution.
Thanks
Natraj

Hi Natraj,
The possibility could be trigerring a workflow when a activity is closed / open for a associated SR , and creating a long text field (which holds 255 characters) in SR and populating the values of activity in it

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Territories Related Information Section

Hi All
In the Automotive edition, on the Dealer detail page, there is a Territories related information section that does not appear to be linked to the Territories that I have set up in my Territory Management. Are these not the same? Am not sure if I have misunderstood something or is this an error?
Appreciate any help.
Thanks
Gail

You will need to replicate your territories again via "Record Type Setup" -> "Dealer Territory Field Setup" -> Edit Picklist of field "Name".
- Prakash

Related Information Section Settings

Hello everyone,
I have Accounts (renamed-Schools) with Contacts & Service Requests as the related information sections on the detail page. I added a custom applet - Google Maps to the Account Detail Page.
My question is that by default the sections are expanded and display the information it holds. Is there any setting or other way such that they are by default minimized and only expand when you click on the [+] sign so that it takes up less space and reduces scrolling?
Thank You.
P.S. - I am new to the forums - any advice on posting to the correct place or in the correct format is appreciated. Thanks

gmshah, you can close any of the related sections and then logout and log back in and those sections will be closed (it remembers what you want open or closed).

Opportunity Product-Revenue related information section

Hi,
We are going to use the 'Product Revenue' related information section on the Opportunity for Products & Services. Hence, we want to rename this section to 'Products & Services' instead of 'Product Revenue'. I tried to change the name of the Object Type Revenue, but that is not possible using the 'Rename Object Type' function. Does anyone know whether it is possible to change the name and how to do it.
Thanks.
Kind regards,
Niels Rekers

Hi,
Thanks for the quick response.
Is it known when it will be possible? Is that with R16 and when will that Release be released?
Kind regards,
Niels Rekers

Error in Account related information sections Access denied.(SBL-DAT-00553)

Hi,
I have 2 users, 1 from Spain and the other from Italy.
The spanish user is the owner of an account and adds the user from italy to the account team section with full access to the account.
The italian user is able to view the account. However the italian user is not able to view any of the custom objects in the related information sections below the account information.
The error is as follows:
Access denied.(SBL-DAT-00553)
Both users have the same role. However, if he/she is not the owner of the account but only a 'Team' member, he's able to view the account but not the CO's below the account. I've checked the access profiles and roles and it all seems fine. Oracle support confirmed this as well as both users were able to search and view the CO records without any issues. It's just that it hits the error if it's in the related information section.
I was just wondering if I'm missing any settings for customer team.
Currently, I'm not even sure if Customer team functionality was built for use with custom objects in related information sections.
Any help would be greatly appreciated!

Hi, What i meant is, if you are using C04 - C015 objects, then ensure under related sections of Accounts in "Full" access profile, you set it as "View" or "Read-Only" instead of "No Access". "No Access" is what being set by OnDemand by default even though the access profile is named as "Full"
-- Venky CRMIT

Every time i go on w website, several other web address keep opening. I get pages for related information and also a lot of pages to download things.

Every time I go on to a different website, several other web address keep opening. I get pages that open up are for related information and also a lot of pages for downloads, including ones to update Firefox.. (Sometimes it even tells me I've downloaded something, and it ask me if I want to save the file or run it. )
Ps.Please also send me the address to update Firefox.
Your help will be so much appreciated!
Anne

Hello,
FIrst scan your computer, this pages can be malwares, addons, etc:
*[https://support.mozilla.org/en-US/kb/troubleshoot-firefox-issues-caused-malware Problems caused by malwares]
Verify if this happens in safe mode:
*[https://support.mozilla.org/en-US/kb/troubleshoot-firefox-issues-using-safe-mode Firefox in safe mode]
You also can use addon to block popup/ads pages:
*[https://addons.mozilla.org/en-US/firefox/addon/simple-adblock Simple Adblock]
*[https://addons.mozilla.org/en-US/firefox/addon/adblock-plus Adblock Plus]
*[https://addons.mozilla.org/en-US/firefox/addon/adblock-plus-pop-up-addon Adblock Plus Pop-up Addon]
*[https://addons.mozilla.org/en-US/firefox/search/?q=adblock More Results]
Upgrade Firefox only from oficial page:
*[http://www.mozilla.org/en-US/firefox/new/ Last Firefox]

Access to Related Information Section

Hi,
I am not able to edit the Opportunity Accounts related information in the Opportunity details page when I am not the owner of the Opportunity Accounts record.
But if I'm the owner of the Opportunity Accounts record, then I'm able to edit the record. I want to change the setup to allow anyone to edit the record if they can see it.
I couldn't find out what I'm missing and I'm quite new to this application. Thanks !

I could not reproduce your case. I tried this... (I am User B)
User A has owner access profile
read only for opportunity
read only for custom object 2
view for opportunity---customobject 2
User B has owner and default access profile
read/edit/delete for opportunity
read/edit/delete for custom object 2
view for opportunity---customobject 2
Now...
opportunity owner = User A
custom object 2 owner = User A
In this case I (User B) could edit it from opportunity related section as well as drilling into custom object 2 and editing from there
Also
opportunity owner = User A
custom object 2 owner = User B
In this case I (User B) could edit it from opportunity related section as well as drilling into custom object 2 and editing from there
If your case setup is different, could you provide a detailed repro steps?

Report on Contacts Interests (related information section)

I have activated the "Contact Interests" feature (related info section for a Contact) and "Contact Relationship". I'm not planning on using the "Contact Relationship" feature at the time but I will be using the "Contact Interests" If and only IF I can report on it.
I'd like to create a report that shows a list of contacts and their interests but i can't seem to find the "Contact Interests" to add to my report.
Also, I tried to do an advance search to see if I could get a list of contacts with a specific interest (golf, funds,etc...) but couldn't find how to search by that field.
FYI- don't get confused thinking that this is a custom object because it isn't. I say this because when I called customer support they had no idea what I was talking about. Thanks God for 2nd Tier.
Prompt suggestions are appreciated.
Thanks.

On R15 you cannot report off Contact Interests, but in R16 you can - at least that's oracle's word. You may want to ask your customers to wait till June. If your need is urgent then build some web services which will populate this data into an external database and report off that.

Customising Related Information Layouts

Hello,
For the Accounts Related List under Contact I want to add the Status field.
Unfortunately Status is not one of the availalbe fields to be customised on the Accounts Related Information Section.
Does anyone know if we can change which fields are available within 'Step 2: field set-up' for customising Related Lists.
Regards
Minesh Patel

The Related Information list for both accounts (under contacts) and contacts (under accounts) works with the Account Contact Table. You cannot create new fields to this table. You also cannot bring any fields from either Account or contact objects. This is an intersection table that needs major enhancement

Data sort in Related information on object detail page.

hi,
Question, how is data sorted on the related information on the detail page(opportunity)in R16
Based on ?
a. created date,
b. modified date
c. last viewed record,
d. last edited record.
e. solution if any?
Looking forward for your valued suggestion. any document aviable for this ?
Thanks & Regards
[email protected]

My observation is (from Account RI)
- Contacts - based on Record Association Date)
- Activities - Due Date
- SR - Opened Time
- Opportunity & CO's - Name
I have not seen any document on this. But it would be nice if we can change the sort order. (only allow on Indexed fields as this may affect the performance)

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I'm using CR XI and I have the main report set up. I want to create a second section containing a seperate set of detail lines. When I insert the section below I now get detail a and detail b. When I do the preview the two sections are combined. I've added the subreport to detail b and tried to find some way to seperate them but nothing appears to say specificially how to do it.
I just want to have the two details sections seperated and start on seperate pages.
It's doing this:
customer id   customer name customer etc.
supplier id supplier name supplier etc.
customer id   customer name customer etc.
supplier id supplier name supplier etc.
I want it do this:
Main Report
customer id   customer name customer etc.
Sub Report
supplier id supplier name supplier etc.
thanks...

I'm afraid that didn't solve my issue. I already have information that needs to be in the footer.
And I'm looking at a report done by someone else and they have 3 seperate detail sections and each section starts on a seperate page, but I can't find what was done to make this happen. Unfortunately, that person is no longer available here.
My thinking is that there is a setting somewhere that will allow this type of seperation.

Contact Related Information layout (on Opportunity page)

Hi!
I would like to customize the Contact Related Information layout from the Opportunity page. I would like to be able to add the Contact Phone Number within that section, but, as you can see in the attached screenshot, the only fields available in Contact Related Information layout are: First Name, Last Name, Name, Primary, Buying Role, Owner + other Opportunity specific fields like (Close Date, Forecast, Sales Stage etc.) How come I find Opportunity fields in Contact Related Information layout instead of finding Contact specific fields (like Phone Number, Contact Type etc.)?
Thank you,
Delora

Delora, I would recommend that you submit a enhancement request to CRM On Demand customer care for the additional contact fields.

When I try to play a song on my iPod Touch, it shows the information screen for the song and then skips to a new song but then goes back to the main playlist page without ever playing a song! Help!

When I try to play a song on my iPod Touch, it shows the information screen for the song and then skips to a new song but then goes back to the main playlist page without ever playing a song! Help!

thats tough man, yeah exchanging it is the best option. But why do people always leave a message saying" i'll probably just by an ipod" and it's usually followed by, "even though i don't like apple or ipod" . I mean fine, if u feel like giving up on the zen micro thats fine, i personally don't care if you're going to buy an ipod. for god sakes ipod isn't even the next alternati've mp3 players, theres plenty. Are u just trying to get the creative people saying "oh man we lost another one to ipod" cuz i'm sure they don't lose sleep over u wanting to buy an ipod instead of a zen. *done ranting*
Message Edited by bleakreserve on 02-3-2005 06:34 AM

Group By and Detail section should be at same page

Hi
I am developing a Crystal Report in Visual Studio 2005. My report have one Group Section and two detail ( detail a, detail b) sections. In group section I am displaying Test Categories and in Detail Section (detail a) I am displaying Test Result for particular Test Categories, in detail (detail b) section I am conditionally displaying a sub report against a particular testid from detail (a) section.
I want to display all test results against a test category on the same page. If this fit on the page it should display otherwise category name and all its test should be display on next page.
Thanks in advance

Qasim not sure if you have tried this already,
right click on the group (that blue bar) and click Change Group-->Options->Keep Group together.
This will keep them together and if it exceeds one page it will start from the new one.
Hope this helps
Regards
Jehanzeb

How to print new main report page based on number of records in subreport?

Hi,
I've a main report which prints on a pre-printed stationary with 2 subreports in the detail section. The subreport prints multiple records. If there are more than 6 records in the subreports, a new page should be printed with all the contents of the main report and the subreports should continue with the remaining records. How can I do this? I've tried incrementing a shared variable counter in the subreport and accessed that variable in the detail section of the main report to check the counter and reset the counter to 0 if it exceeds 6. But this does not work. All the lines till it can hit page footer are printing on first page and the second page prints only the remaining subreport lines without the other details of the main report page.
The main report page uses a view which returns only 1 record. The subreport returns multiple records.
I would certainly appreciate if any one can provide a solution for this problem.
Thanks,
Ram

hi Ram,
sorry, i misunderstood exactly what you wanted.
let me get this straight...
1) if there's more than 6 records in the subreport then show only the first 6 records
2) then (if there's more than 6 records) do a new page after the subreport
3) then (if there's more than 6 records) show the subreport's remaining records and the rest of the report
let know if i've got it straight.
if that is correct, you will have received another sample report that does this. in total 3 subreports are used...one is a dummy report that adds up the number of records which is used later. there's more info on the report's design mode.
cheers,
jamie

Related Information Section Details to Main SR Page

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