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author's profile photo Former Member
Former Member

Alert for Marketing Attributes

Hi

I am sorry but I donu2019t understand the solution presents in the last questions on this issue.

I am using CRM 2007 and I have marketing attributes maintained on the Sold-to party business partner. I want this marketing attribute to be displayed in the interaction center when the agent confirms the account.

The alert for bringing standard First Name, Last Name & City works fine.

My Question is How and Where can i add the marketing attributes parameter so when I will create ALERT I can choose it from the list of attributes that appear in the Current costumer (beside First Name, Last Name & City)?

Thanks & Regards

Merav

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    author's profile photo Former Member
    Former Member
    Posted on Jul 12, 2009 at 07:07 PM

    You need to add BDC Attribute for Marketing Attribute so that its available for selection in Alerts

    IMG > CRM > Interaction Center WebClient > Additional Functions > Intent-Driven Interactions > Define Business Data Context (BDC) Attributes

    "Assign Fields to Field Groups"

    Attribute: Marketing Attribute

    You XPath Expr should look as follows:

    //CURRENTCUSTOMER/BuilMktAttributeRel/VALUE

    Login to Web UI using IC_MANAGER role and create Alert.

    Please check the note 1330726 and you will get all the necessary information about alerts.

    Hope this helps

    Rupesh

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  • author's profile photo Former Member
    Former Member
    Posted on Jul 14, 2009 at 10:38 PM

    Hi Merav

    Is you issue resolved?

    Rupesh

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