on 2008 Nov 20 3:18 PM
Hi everybody.
what's "automatic routing"?
When i click on "escalation" in the service ticket, it's display a message "No rule found for automatic routing".
With profile "ic_manager" i was create a roule but now i don't know where insert it in the customizing?
Anyone has any idea about this ?
Best regards.
Virginia
Request clarification before answering.
You need to customize in the Rule Modelor.
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Hi Virginia,
You need to pre-configure some rules based on which you route service tickets.Login with IC manager role in CRM 2007.There you go to Process Modeling->Rule Polciy->Create rules.
Here you create rule for Context=Order Routing.
Rule will be something like-If transaction type=service ticket and employee responsible = Virginia, then route to 'XYZ'.
I have done similar thing for Complaints.
Hope this helps!
Regards,
Rohit
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