Unable to create followup activity in crm portal
Hi All,
When we are trying to create a follow-up document for an activity all the fields are
getting grayed out and we are unable to create any follow-up document.But from GUI we
are able to create it successfully. We are using CRM 5.0
I have given all the necessary authorizations and the sales representative role is also added still the issue is seen.
please suggest
Thanks & Regards,
Swetha
You need to maintain blueprint table entries for the Back End CRM roles that you have created. Goto Transaction CRMC_BLUEPRINT_C navigate to Navigation(URL generation) "Assign object Method to Role" .
Add a new entry for your custom role if you have assigned the custom role in portal to the Enterprise Profile and under object type select the type of object you are trying to create followup(Example Opportunity,Order) , Method type is "Application" and Implementation Type : S - BSP as external Service and in ID Page/Service give the PCD location of the Portal Role that you are using.
Regards,
Swami
Reward points if it helps.
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