Hi All,
I'm new to the CIC0 transaction in the CRM system. I have to enhance the Search types which appear in the Cic0 screen.
I have to include to the list a search type 'Tasks' in the same drop down that has Leads, Opportunities, Contracts....
Questions.
1. Where does this have to be enhanced? Is this to be enhanced by config or by code?
2. When Find : Task is selected, the By field should have Period with today's date populated in the date field. Where is this being done?
3. I also need to be able to search by task and populate in the Business Activity tab.
Any help will be rewarded.
Thanks and Regards,
Preethi.