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Configuring Fact sheet in IC CRM 2007 : Pls help

Former Member
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Hi,

How to configure a fact sheet in IC CRM 2007

Pls send the relevant documents.

How will we come to know the current configuration for active fact sheet?

Regards,

Lakshmi

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Answers (2)

Answers (2)

Former Member
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Former Member
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Hi,

Here are the steps:

In IMG, goto CRM > UI Framework > UI Framework definition > Maintain fact Sheet

Make an entry here to create your new Fact sheet or copy from the standard BP_ACCOUNT_FS and choose the apporpriate assignments of the view as required.

In the field Global Context ID, while defining the entry, choose "CURRENT CUSTOMER" if you want the fact sheet to be displayed for the current customer that has been confirmed in the ICWEB.

Under Navigation Bar Profile

CRM > UI Framework > Technical Role Definition > Define Nav Bar Profile,

Create the navigation bar profile that you want to be part of the ZIC_AGENT role that you must have already created and then, assign this profile there.

Within the Nav bar profile, do the following,

Create a logical link, for example as

ZIC_AFS

Type - Work Center

Target ID - BSP-DLC-FS

Parameter - (the same name as the one you created while defining the fact sheet)

Class - CL_CRM_UI_FS_NAVBAR_PARAM

Title -

Description -

Now create the profile, then assign the link as a work center, then branch to "Define Generic OP Mapping" , slect the entry Object type "FACTSHEET" and maintain the entries there..

I hope this would help.

Regards,

Ashwin

Former Member
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Hi ,

Thanks for the reply.

Can you please tell me how to pull R/3 data to CRM fact sheets?

Regards,

Lakshmi

Former Member
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Hi,

I think you can use the RFC to getting respective R/3 data, and displayed it in the CRM fact sheet.

Cheers,

Former Member
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Thanks for the response, but can you please tell me a detailed step .

Former Member
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Former Member
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