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Configuration of information dispalyed on PDF Factsheet

Hi,

We would like to display more information on the PDF fact sheet. The information is currently available on online factsheet(Marketing Attributes, Complaints, etc) and we want to display it on the PDF factsheet.

Can you please help on how do we achieve this?

Thanks,

Vamsi.

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  • Best Answer
    Posted on May 03, 2011 at 04:28 PM

    To change pdf factsheet you have to make nee smartform. Go to transaction smartforms and enter smartform CRM_ACC_ACCOUNT_OVERVIEW_PRN in the form field. Click on the copy button and create your own Z-smartform.

    If you make a copy of one of the standard entries, you will get the standard PDF Fact Sheet. Then you can add your own coding and customer-specific information.

    To use new smartform go to SM34 and enter view cluster CRMVC_BUIL_PRT. Here you have to assign the the new smartform of the factsheet to the authorization role that is assigned to the business role.

    Regards.

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