Swap from Display mode to Edit mode in transactions

[Former Member]

Hi,

In CRM2007 when entering either an existing transaction such as an Activity or an existing Account, all the information is in Display mode so we have to click on Edit to move to edit mode.

Do you know if it is possible to change the default so when opening a record we are in Edit mode straight away.

Thanks,

Antoinette

[Former Member]

Antoinette

Go the Transaction(say Business Transaction), on the menu select EXTRAS>SETTINGS>on GENERAL tab

---> Click the Radio Button CHANGE for the "Processing Type for Business Transaction".

-

---

> ENTER

Feel the difference now !

Do the same for Accounts also !

Thanks

Allot points if this helps!

[Former Member]

Hi,

This is very useful information and I have checked my settings. The GUI is behaving fine, but the Web UI is still processing transactions in Display mode.

Any ideas?

Thanks,

Antoinette

[oliver_pregler]

Hi,

maybe switching the BOL entity to change mode will solve your problem.

Take a look at this coding:

DATA: lr_entity TYPE REF TO cl_crm_bol_entity.

DATA: l_success TYPE abap_bool.

lr_entity ?= me->typed_context->name_of_node->collection_wrapper->get_current( ).

*--> Switch to change-mode

CALL METHOD lr_entity->switch_to_change_mode

RECEIVING

rv_success = l_success.

Best regards,

Oliver