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CRM 2007 - WEB UI E-Mail Inbox Reference

Former Member
0 Kudos

Hi Gurus

When I perform a "Transfer to CRM" from the E-Mail Inbox in the WEB UI, the "Reference" drop down list has numerous values:

Activity, Campaign, Compliant and Return, etc.

How can I limit the contents of this Drop Down list.

Many Thanks

Maximum Points for a prompt reply.

Panduranga

Accepted Solutions (1)

Accepted Solutions (1)

nicolas_busson
Active Contributor
0 Kudos

Hello,

Usually when you transfer email to CRM, you create transaction type 0004 (or something like that), am I right?

In standard delivery this transaction type is assigned "object reference profile" ACT_SUBSEQ. If you are not using this profile, then find out which one is relevant in your case.

Then, adapt this profile to suit your needs here:

SPRO >> CRM >> Transaction >> Settings fro service transaction >> Define object relationship profile.

Kind regards,

Nicolas Busson.

Former Member
0 Kudos

Many Thanks Nicolas

Answers (0)