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Interaction record - change to NON-IC role view

Hello!

I wanna use CEBP functions for non-ic role (Context Area, IC toolbar, automatic creation of interaction record when call...). So i customized CMS profiles, assigned it to Zsalespro role and added Account Identification and Interaction Record to navigation profile as well. But when navigating to Interaction Record - I got IC-specific view for this transaction.
But i have requirement to customize use standard Interaction record view for this purpose (with assignment blocks).
How can I customize that?
Thanks for help,

Roman

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1 Answer

  • Oct 15, 2017 at 06:11 AM

    Hello,

    There is no option in SAP standard to create interaction records in non IC roles. Actually, it is one of the core functions of CRM IC Webclient roles.

    If you want to use IC functionality, why don't you use business roles of profile type B? Actually UIU views from Sales are integrated since CRM 7.0.

    In SAP standard, there is only an option to navigate to activity view of an interaction record. For details, see

    To allow navigation to the business activity view, you need to adopt the navigation bar profile of your business role. For details how to enable this link, see SAP Customizing Implementation Guide -> Customer Relationship Management -> Interaction Center WebClient -> Business Transaction -> Interaction Record -> Enable Navigation to Business Activity View

    Best Regards,
    Sigrid

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