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Interaction history in Business Partner Assignment block in CRM Web UI


We have requirement that the transactions for the last two years for any business partner be displayed in the respective BP assignment block. We are not sure about the logic based on which the interaction history is fetched in the BP assignment block.

We defined a new timeframe M-24 (last 24 months) and assigned it to interaction history.

But the interaction history is not behaving in the expected manner. Interaction history with closing dates earlier than 24 months is also getting fetched and displayed. We are not sure what is expected by standard. We infer from our observations that the interaction history is fetched based on the change history, in our case.

Could someone please throw some light on how the interaction history is fetched in the assignment block. Also please let us know how the interaction history can be restricted on the basis of closing date rather than the change history.

Thanks in advance...!!


Padmanabhan M

Former Member
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