Question Regarding multiple Text/Note Types in Interaction Record:
How would we go about to implement this requirement of - If possible the main ticket/interaction record should have room for general notes, communication notes and recommendation notes.
Currently the way I understand how this works is
Interaction Record in essense is Transaction Type.
When you define a transaction type in here you define the text determination procedure as well.
So to accomodate this requirement how would i go about defining multiple Text/Note types.
So ultimately the agent is able to choose A B or C and record the interaction.
Any help is highly appreciated.
CRM - Basic Functions - Text Management - Define Text Objects and Text Types
1. Define your text types within object: CRM_ORDERH
CRM - Basic Functions - Text Management - Define Text Determination Procedure
1. Create a new Text Procedure within Text object: CRM_ORDERH
2. Assign your text types to your text procedure
CRM - Transactions - Basis functions - Define Transaction Types
1. Assign you text procedure to your transaction type.
R - Thanks for your response what you are describing is exactly how you go up and set up the first note.
But if I want to set up multiple notes to show up for the same transaction how would I go about this. As in a transaction as far as I have looked it seems to have only a 1to1 assignment.
if the standard solution which R. de Jong describes is not sufficient for you and you need all these notes at once (without dropdown box) then you need to enhance ICCMP_BT_INR and InrViewSet there. And add more blocks 'Notes' through additional component usage to it.
This works if the user has to choose a drop down. What I am still not able to get is when you go into
SPRO CRM - Transactions - Basis functions - Define Transaction Types>Assign you text procedure to your transaction type.
In here I am able to assign only one procedure would this invoke the additional texts. Can you explain a bit more as I am understanding this as being able to establish a 1-1 connection but I would be need in one transaction type to show the drop down like how R has indicated.
1: You can assign only 1 text procedure to a transaction type.
2: In the text procedure you can assign multiple text types.
See: CRM - Basic Functions - Text Management - Define Text Determination Procedure
3: For each text type within the text procedure you can assign an access sequence
I have no clue what you're trying to do exactly.
R- Thanks I was getting confused the part of assignment of multiple text.
I understand the concept is you associate only the procedure to the transaction type the number of texts and sequence etc are independent and controlled by what the customer wants to have.
Thanks Once again.S