CRM 5.0 - IC WebClient - Follow-up Details

[Former Member]

Hi

In Interacton Record if I want to create a follow-up transacton I can select Follow-up then Follow-up Details. This alows me to input a number of descriptions against the Follow-up.

In Service Ticket I only have the option to select Follow-up, is there a way to configure the screen so that I can use Follow-up Details

Thanks

Points warded for the right ansder.

regards

Panduranga

[former_member1063151 · Accepted solution]

Hi,

I think you need some customization work here. Just need to bring the follow-up details link to the first view where follow-up is.

Cheers,

Cady

[Former Member]

Details for changing a BSP are located in the Consultant's Cookbook.

Cheers