unable to create followup and view transaction types for InteractionRecord

[Former Member]

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

[Former Member · Accepted solution]

Hi.

Just a silly question:

Is the interaction record saved without any error?

Regards,

Susana Messias

[Former Member]

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