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Former Member
Feb 23, 2011 at 10:03 PM

Object Relationship Profile

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Hi experts,

I´ve got a question about objects relationship profiles. I´ve created a new transaction type (business activity). This transaction type should be able to follow up to a different transaction type (task).

To do so, I´ve created a new Object Relationship Profile, which has been assigned to the business activity. In this Object Relationship Profile, the only Object allowed for relationship is Activity, because I don´t want any other type of transaction type to be possible to follow up from the business activity.

My problem is from IC Web, after creating the Business Activity and pressing Follow up button, the system lets me choose between all transaction types (business activities, tasks, sales, etc.) which are actived in CRM.

So my questions are:

- I´ve configured object relationship profile to follow up only to activities. Why the system let me follow up to all transaction types categories?

- In case it´s possible, we would like to follow up only for a specific type of activities: tasks. Is that possible?

Thanks in advance,

Angel