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Authorization Object to Display Button to Call Fact Sheet in CRM 2007

Former Member
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Hi

we need to enable fact sheet in Account but can't find the button "More" where we can click and call up the fact sheet.

what is the authorization object that i should add?

Thanks

JD

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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Jushan

The Account Factsheet (AFS) is available by default in some Business roles like Sales professional and Service professional. Try accessing the CRM WebClient UI using either of these Business roles and you would find the "More" button to access AFS.

If you are able to access AFS using standard Business roles and you want to find out why your Z-Role is missing the "More" button. Check the Navigational bar profile assigned to your role:

IMG > CRM >

Here select "Define Generic OP Mapping" fro dialog structure, select your navbar profile and search for Object type: FACTSHEET. If its missing add an entry:

Object type: FACTSHEET

Object action: Display

Target ID: BSP-DLC-FS

I hope this resolves your issues

Regards

Rupesh Patil

Answers (1)

Answers (1)

Former Member
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Hi Jushan ,

Once you complete all the steps you will find Fact sheet button appearing under More

In component BSP_DLC_FS and View factsheetyou can select the page type and once the Layout type is chosen, you can select your Fact sheet views from available Fact Sheet Views and there you can assign your views.Ensure Object Type: FACTSHEET, Object Action: Display, Target ID: BSP_DLC_FS

in generic OP mapping.

1--Select Page Type

2-Select Layout Type for New Fact Sheet and select Tiles

3-You will find Fact Sheet Standard Configuration

4-choose Fact Sheet Views ( eg Activities, Interaction History etc...)

5-Assign View to the Tile with Downward Arrow mark and choose load option as well.

6-Click on Properties and give a Titile to Fact Sheet

Regds...

Arup

Former Member
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Hi,

we've done all the steps, but still can't find the "more" button.

we then tried to copy the SAP_CRM_UIU_SRV_PROFESSIONAL job role to Z job role.

but strangely, unlike the original, the copied Z job role does not have the "more" button.

JD

Former Member
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we need to assign the job role in cluster CRMVC_BUIL_PRT using transaction SM34.

now i can see the more button.