CRM Status Management

[Former Member]

Hi All,

Does anyone has any information, or experience with CRM "STATUS MANAGEMENT" in contracts?

We are tring to set statuses in contracs for users and the system. Our goal is to set a specific status for a specific user. Is it possible to connect applicable "status" to BP (emplyee responsible)?

I would be very grateful for any information regarding this topic, because documentation on this subject is very not consistent.

Thank You for your help.

Regards,

Dawid

[Former Member · Accepted solution]

Hi Dawid,

You can handle this at the MAC level of the respective STATUS tab of the PCUI Contracts application. I have customized STATUS tab for Service Order for my client requirement.

You have to consider enhancing(inherit) the below methods of the MAC.

1) Read - To display filtered content

2) Fill Dropdown Listbox

3) Read Avtive Toolbar.

Let me know if you face any issues.

Thanks

Harsh