on 07-18-2014 7:43 PM
HI Experts,
Do we have any standard transaction or program to display the interaction record text(the manual entry notes by a CSR) based on BP and CA?
regards,
Vicky
Hi,
I guess "CA" stands for "Contract Account" and you are running a "CRM for Utilities" system. Hence the following business function (which is available as of CRM 7.0 EhP2) is probably the best you can get to fulfill your requirement:
But I'm not sure you can display the notes directly from the result list though... So you'll probably need to enhance the corresponding component to add the missing field.
Best regards,
Nicolas.
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