IC Web activity management - Attach word template

[Former Member]

Hi,

In CRM 5.0 activity management, it is possible to create word templates that can be called and attached to an activity (in PCUI or from the GUI, tab attachment, create with document template).

We are using the interaction centre and when creating a follow up activity, the attachment functionality is not visible. What need to be done to make it available?

In the service ticket it is possible to attach a document but not to create a document using a word template. Again, can it be done.

Many thanks,

AR

[Former Member]

Modify your iview and add "Attachament" tab...

[Former Member]

Hi Team

I have a similar problem but in my case I do have the attachment tab and "new with template" tab is inactive.How do I activate "with template" tab?

Thanks

Team

[Former Member]

Hi Team

I have a similar problem but in my case I do have the attachment tab and "new with template" tab is inactive.How do I activate "with template" tab?

Thanks

Team

[Former Member]

Hi Team

I have a similar problem but in my case I do have the attachment tab and "new with template" tab is inactive.How do I activate "with template" tab?

Thanks

Team

[former_member258743]

Hi

Did you ever manage to get this resolved ? I have the same problem now as you had ...

Edited by: LikeSolman on May 27, 2010 4:24 PM

[Former Member]

Hi Andrey and Vicki,

What is both of your business cases for requiring Word template creation in a Service Ticket or an Activity?

Thank you.

Kim

[Former Member]

Hi,

I have the same problem in CRM 2007 IC WebClient. Any ideas?

Best regards,

Atrur Litvinov.

[Former Member]

Hi,

I have the same problem.

Is it possible to create a word template in a service ticket?

Kind Regards,

Wendy