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author's profile photo Former Member
Former Member

create following operation in WEB IC

Hi all.


I have created a custom copy operations from the activity Contact an Lead (CRM \ Transactions \ Basic Settings\ Copying Control for Transsaction Types). But when I create a follow-up operation in a list of not showing. What do I need to set to see Leads ?

Best regards, Yuri.


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    author's profile photo Former Member
    Former Member
    Posted on Sep 06, 2013 at 02:56 AM

    Required to adjust authority to the visibility follow-up operations.

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  • author's profile photo Former Member
    Former Member
    Posted on Oct 08, 2012 at 11:07 PM

    Hi,

    If you are creating the follow up from web ui then you need to maintain following customizing as well.

    SPRO->CRM->TRANSACTIONS->BASIC SETTINGS->DEFINE TRANSACTION TYPES

    Select Transaction type and then select CHANNEL.

    In Channel maintain three options.

    CRM WEBCLIENT UI

    INTERACTION CENTRE

    INTERACTION CENTRE WEBCLIENT.

    Regards,

    Naresh

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  • Posted on Sep 09, 2013 at 10:01 AM

    Hi Yuri,

    KBA 1781481 summarizes steps to be checked when having troubles during follow up creation.
    Check if the preceding business transaction has errors. Only transaction types with leading transaction category

    • business activities (BUS2000126) or
    • tasks (BUS2000125)

    are allowed as follow up business transaction for a document with errors.

    Best Regards,

    Sigrid

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  • author's profile photo Former Member
    Former Member
    Posted on Oct 08, 2012 at 03:54 PM

    Hello,

    Please clarify your requirements.

    I am not sure what you want to happen.

    You want to see Leads under the Contact view?

    You are missing Contact partner when creating a Lead?

    regards.

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