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CRM 5.0 - IC WebClient - Subject Profile

Former Member
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Hi Gurus

(I've posted this on CRM - Web Application but not having any joy)

Having major issues with this so could someone please guide me.

We have 3 Transactions

1. Service Ticket (Service Process)

Business Transaction Category

Service Process - With Subject Profile

Business Activity - With Subject Profile

(Transactions are used for Service Ticket & Interaction Record)

2. Business Activity (Business Activity)

Business Transaction Category

Business Activity - No Subject Profile

(Transactions are used for Follow Up)

3. Task (Task)

Business Transaction Category

Task - No Subject Profile

(Transactions are used for Follow Up)

As far as I know if I want to setup "Reason" value for the Follow Up Details screen I have to assign the values to a Subject Profile which is then linked to my Follow up Transactions.

My problem is everytime I link a Subject Profile to the Transaction, when I get to the Follow Up details BSP I get a Warning "Codes for Subject Profile "G" are not permitted in this trans"

This is appearently because my main Transaction is a Service Transaction while the Follow Ups are Activities.

There's no copying control involved in any of this.

Does anyone have a clue on how I can resolve this.

Max points for the defining answer.

Regards

Panduranga

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Answers (2)

Answers (2)

Former Member
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Closing Thread

Former Member
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Is aanyone able to help with this?

Thanks