on 2021 Apr 01 11:42 AM
Hi Guru's,
I have a requirement in which I need activity transaction only for searching in IC role.
Can any one please guide me how to achieve this one.
In IC role usually we don't have option for Activity transaction either search or create, but I want to incorporate this activity search option in IC role as we have it in our standard Salespro business role.
Kindly help me with this is one.
Thank you All!!!
Regards,
Senthil.
Request clarification before answering.
Hi Senthil,
Since that feature isn't provided in standard role then perhaps you would be able to achieve that by configuring your own business role of type B IC Webclient
1836437 - CRM IC: How to set up an IC Agent role - technical prerequisites from customizing point of view to prevent errors
Best Regards,
David
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