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author's profile photo Former Member
Former Member

unable to create followup and view transaction types for InteractionRecord

Hi,

We are currently working in crm 7.0 environment.

we are not able to create followup transaction for Interaction Record -

Transaction Type, Business activity(0010).

We are not even able to view the standard transaction types available

for followup both in UI and GuI.

Any inputs in this regard are rewarded and appreciated

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    author's profile photo Former Member
    Former Member
    Posted on Oct 07, 2009 at 11:28 AM

    Hi.

    Just a silly question:

    Is the interaction record saved without any error?

    Regards,

    Susana Messias

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  • author's profile photo Former Member
    Former Member
    Posted on Oct 05, 2009 at 11:13 AM

    Hi,

    Check if the document types are able for CRM Web Client on:

    SPRO: CRM > Transactions > Basic Settings > Define Transaction Types.

    Kind regards,

    Susana Messias

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