CRM business activity E-mail

[Former Member]

Dear Experts,

We are trying to create E-mail by navigating through following path

Salespro role: Activity & Cases (Work Centre) : Create E-mail (Logical Link)

But no transaction is getting displayed. We have seen settings in standard transaction type 0005 E-mail, where business activity category is 401 E-mail. We have also created Ztransaction as copy of 0005 and also seen allowed channels and other transaction type settings required for transaction. But we are not able to see any transaction when we open business activity (Create E-mail).

Please guide.

Thanks and regards

Pankaj Kumar

[rene_markytan · Accepted solution]

Hello,

please check the fm CRM_ORDER_CHANNEL_SEL_CB, it seems that there is an issue with the maintained channel of

transaction types.

• Check whether there is any record in CRMC_CHANNEL_AS for the given

• channel.

• If NO, then all the process types are shown.

• If YES, then only those process types are shown which have been

• maintained for the given channel.

Best regards

Rene

[Former Member · Accepted solution]

Hi Rene,

Thanks for the quick reply. I have tried fm that you have shared with import parameter 0005(Email process type) and 401(Email category) but no result was found in export paramenter. As per your reply, in that case all transactions of 401 category should be displayed. But that is not happening. Even standard transaction(0005) is not coming in popup in ui.

Please guide.

Thanks and regards

Pankaj Kumar

[robert_kunstelj · Accepted solution]

For channel you must specify GUI CRM Webclient UI.

For category you must define 401 (e-mail).

Check also the flag "Send mail".

As direction mark 1 (Outbound).

And be sure that under authorizations you are alowed to use this new Z transaction type.

Regards.

[Former Member]

Were you able to resolve this issue. If so please provide the solution as we are facing the same issue.

Thanks in advance....