Generate Follow-up Task from a Complaint from Interaction Center WebClient

[Former Member]

Hi,

I need to generate a follow up Task from a Complaint in Interaction Center WebClient CRM 2007, but I can't find the way to do this. I just can generate Activities but no tasks.

I try using the Generate Task button in the Task tab. But, it doesn't work.

It appears a message "Action container is not filled".

Also, what is an action container??

Thanks.

[erika_schlachter]

Hi,

I wanted to give you some information regarding the error you are getting.

The message class is CRM_ACTION, msg number 11.

You can find information regarding the actions processing in the customizing documentation, path: crm->Basic Functions->Actions.

Regarding the follow up logic you should check the copy control for your transaction type in the customizing...

Hope you can work with my hints,

Br,

Erika