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Former Member
Mar 08, 2009 at 11:56 AM

Implementation of Note 660016 for Follow up Transactions in CRM 2007

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Hi All,

We have a requirement to not show all the business activities and tasks available in crm for all the transactions as follow-ups.

For this reason we implemented the note - 660016. Now its working fine.. It is not showing business acitivities and tasks as follow-up transactions in the CRM GUI and Web UI 2007 for all the transactions.

But when I create a business activity as a followup for ztransaction in define copying control for business transactions.. It is showing in the CRM GUI but not in the WebUI.

But at the same time when I create a service complaint as a followup for my ztransaction, I am seeing the service complaint as a follow up in both CRM GUI and Web UI.

Is the implementation of this note restricting business activities and taks in WebUI forever or do I need to write any extra logic or is this any configuration issue ?

Regards,

Raghu

Edited by: Raghu Danda on Mar 8, 2009 1:17 PM

Edited by: Raghu Danda on Mar 9, 2009 5:14 AM