on 02-04-2014 11:18 AM
Dear Experts,
I have maintained all the setting for IC agent inbox and can see opportunity transactions but the lead transactions are just not showing up on search.
I have maintained the transaction type in Define Item Types for searches in spro ..but yet it is not visible...kindly help
Rgds,
Arun
Hi Arup,
You need to define the item types for Searches ( Path: CRM-> IC WebClient-> Agent Inbox-> Inbox Search Definition -> Define Item Types for searches).
After defining that assign it to your Inbox Profile under Assign Main Categories.
(Path: CRM-> IC WebClient-> Agent Inbox-> Define Inbox Profiles).
Regards,
Kamfrk.
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