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PDF account fact sheet - activities description

Former Member
0 Kudos

Hello,

When I display the PDF fact sheet into acount overview, I have the list of activities of this account.

As a first column is the transaction type.

All my configuration is done with Best Practices.

As transaction type, I have some codes, i.e. Y007, Y020...when I would like to display description as "Telephone call" , "BP Visit"...

Does anybody know how to change from codification to description?

Thx.

Accepted Solutions (0)

Answers (1)

Answers (1)

Former Member
0 Kudos

Hi,

Are you using standard smartform?

You will need to make changes to the smartform in order to apply the changes you want.

If you would like to do a lot of changes, maybe you need to consider to generate a new smartform.

Regards

Former Member
0 Kudos

OK thanks.