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Former Member

Subsequent Referencing

Hi

We want to link an existing interaction record to already existing sevice ticket. i have alredy create an object relationship profile for Service and updated the transaction type with the relevant profile.

So, how do i link an interaction record with the service ticket?

Thanking you in advance

Shakes

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1 Answer

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    Former Member
    Aug 20, 2007 at 12:49 AM

    Can you elaborate your Process Flow . i am not sure the Object Relationship profile can be of much help if you are trying to automatically create the Relationship. Let me know.

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    • Former Member Former Member

      Normally , when we create a follow up document CRM automatically establishes the Link and you can see that in the 'Document Flow'.

      In Service Ticket Link for IC Web, we have a view 'Partner and Follow-up' , if you navigate to the Follow-up Link , you can Select 'Interaction Record' from the Transaction Type Dropdown and create a Follow-up Document , this will automatically establish the Link between the Service Ticket and the Interaction Record .

      If this is not the current Process Flow for you , then you have to look if IC Web have a Out-of-the Box functionality for Creating Follow up's from the Sales Order...etc view .

      If the View doesn't have the Functionality , then a Custom Development can be always made to establish this link . This happens thru 'Doc Link' Functionality for CRM One Order .

      Let me know if this helps.