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author's profile photo Former Member
Former Member

Activity Clipboard in Interaction record

Hi Gurus

I am using CRM 7.0 EHP1 and when I create a Interaction record I don't see the activity clipboard columns. I see just caption "Activity Clipboard". I don't see anything else.

I have attached the activity clipboard profile to me role.

Please help.

Thanks

Tarang

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    author's profile photo Former Member
    Former Member
    Posted on Dec 07, 2011 at 11:03 AM

    Hi Tarang,

    Activity Clip board in Interaction Center gives the details about the Customer, transactions and others. For ex when ever you are creating a complaint , the details which are available in activity clip board will be Customer , Contact Person, Process Type - Interaction record and... with respect to the Object Id in Complaint.

    Activity clip board is not role specific.

    regards,

    Sarangamath

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  • author's profile photo Former Member
    Former Member
    Posted on Dec 13, 2011 at 02:53 AM

    answred

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