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Former Member
Jun 10, 2009 at 02:28 PM

CRM 2007 Call Centre Fact Sheet Modification

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Hi Gurus

The CRM 2007 CIC Fact Sheet is preconfigired with 6 views:

  • Installed Base

  • Service Ticket History

  • Sales Order History

  • Generic History View

  • Service Order History

  • Complaint History

Is it possible to configure different componient views to be visible as like the BP Account Fact Sheet.

I have reviewed: Maintain Fact Sheet function and it doesn't appear to do what I need.

Many Thanks in advance

Panduranga