Skip to Content
author's profile photo Former Member
Former Member

Contact Person Full Data.

Hello,

When I want to see contact person data in the Interaction Center I go to Accounts data > click on Contact Person name > a new screen shows me the Contact person data but I can't add any assigment block to this page.

I need to show the complete information and assigment blocks like in Web UI.

For example: I can't add marketing attributes.

Any idea of how to solve this?

Best Regards

Add a comment
10|10000 characters needed characters exceeded

Related questions

2 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Nov 05, 2009 at 07:06 PM

    What version of CRM are you running.

    Add a comment
    10|10000 characters needed characters exceeded

  • author's profile photo Former Member
    Former Member
    Posted on Nov 05, 2009 at 07:22 PM

    I solved it.

    Thanx.

    Best Regards.

    Add a comment
    10|10000 characters needed characters exceeded

    • Former Member Former Member

      Andrey Vishnevskiy solved my Problem.

      This was his solution, which worked for me:

      if you need the same views/screens for contact person details as it is for SALESPRO follow these steps:

      1. Identify Navigation Bar profiles which are used in IC agent business role and sales professional role. Standard profiles are IC_AGENT and SLS-PRO accordingly. (SPRO -> CRM -> UI Framework -> Business Roles -> Define Business Role -> double click business role -> here is a field Nav Bar Profile)

      2. Identify Target IDs which are used for the desired navigation in sales professional's navigation bar profile. For instance:

      BP_CONTACT B Display MD-BPCP-OV

      (go to SPRO -> CRM -> UI Framework -> Technical Role Definition -> Define Navigation Bar Profile -> select profile for sales professional (SLS-PRO) -> choose Define Generic OP Mappings -> go to desired object type and actions (e.g. BP_CONTACT))

      3. Check Target IDs which are used for the desired navigation in IC agent's navigation bar profile. For instance:

      BP_CONTACT B Display BPMORE

      (path is the same as in step 2)

      4. Put Target ID's from sales professional's profile to IC agent's profile according to your needs. For instnace, generic OP mapping in IC Agent navigation bar profile should look like below:

      BP_CONTACT B Display MD-BPCP-OV

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.