Hi,I don’t know which version of CRM Companion you are referring to but it should be possible both in Apps 10 and in IFS Cloud to create a new contact withouth adding a person first. In IFS cloud, you have different commands in Account screen to select if it is a new contact person or an existing person. If you add a new contact person, a person will be created automatically and added as a contact for the selected account. In Apps10, you can add a contact e.g. from the Customer Contacts screen. If you select the New Person option, a person will be created automatically and added as a contact for the selected customer.
Hi,In IFS Cloud 23R2 it is possible to merge leads with an assistant but unfortunately there is no easy way to do that in earlier versions. Best Regards,Anna
@Priyanka.Massey @jhooperyan You are right. When I read your latest comments I realize that you want to show work contact details for a representative in the CRM-panel even if the person records is protected. That I agree should be possible if the comm method is linked to a work address. I thought you meant persons who are customer contacts and that is not the intention with the protected option for person. It would be better to log a support case so we can investigate this more in detail and provide a correction.
Hi @Priyanka.Massey ,Protected option is mainly used in HR so I think that help text mainly refers to employees. I can see that phone numbers is hidden in Customer Contact page as well even if is linked to a work address so I don’t think it overrides the checkbox for contact persons.
This is actually a bug. We have fixed this issue in IFS Cloud but the issue is still there in Applications 10 so please report a support case if you want us to provide a correction in Applications 10 as well.
The phone no is not showing because the person record is protected. If a person record is marked as protected it means that the persons private address and communication methods are handled confidential so therefore they are not shown in the CRM-panel or in e.g. customer or contact pages.
You start by creating the sales process template with stages. After that you need to go to the Sales Process or CRM Process page (depending on which IFS version you are using) and create a process from the template. The process will then be available to use in the business opportunity. The purpose of the template is to “group” processes that have the same stages so that you can view them together in e.g. the pipeline chart. It is described in the user documentation how a sales process is created. There is also an “About description” that explains how different types of actions can be added to the sales process. If you have more questions about how to set up the sales process you can enter them here and I will try to help:-).
Hi,There is no way to activate “edit” functionality. Due to different technical limitations we had to implement the Account and Opportunities overview pages without edit functionality. We know that many users would like to edit records directly from the overview page so we will try to solve that but I cannot say when we will be able to handle that.
In the Representative 360 page you can see all opportunities (and other records) where you are a representative or the main representative.
It is not easy to give an answer without knowing the version, settings etc. I’m not able to recreate this in our test environments. It would be better if you report a support case so we can help you investigate what is causing this error. Please provide information on how to recreate the issue, the outlook and ifs version and also include log entries from the CRM-panel. You can click Settings in the upper right corner to enable log entries before you try to create the opportunity. If you copy that log to the case it is easier for us to find out what’s wrong.
Hi,There is no lobby element for created per month in the account or contacts standard lobbies but it is quite easy to add. First you have to create the data source with a query to select which records to include. Then you design the element (e.g. a chart, list or link list), map it to the data source and include it in your lobby page. Here’s a link to the technical documentations where it is explained how to configure lobbies https://docs.ifs.com/techdocs/23r2/040_tailoring/250_lobby_configurations/. It is for the latest version of IFS Cloud but it should be similar for older versions. I hope that will help.Regards,Anna
Hi,The checkbox was added in Apps9 because of the CRM Access. If the checkbox is selected, the tabs in the rep 360 page will show records where the representative is added but does not have access. Then you can make sure to provide access to the user.In Apps10 we changed the CRM Access so it is now based on representatives. If you are a representative for e.g. an opportunity, you will automatically have access to the record so therefore this checkbox is not needed anymore.
Hi @Le1gh ,This seems like a bug. Please report it as a support case so we can investigate this and provide a correction if it is confirmed as a bug.Thanks,Anna
It is possible (in 23R1 standard) to set a revision as obsolete also after the new revision was created. An opportunity must always have an active main revision so you cannot set the main revision as obsolete. Therefore the Obsolete command is only enabled for other active revisions with lines.
Hi Theo,What is the exact issue? Have you gone through the instructions and the troubleshooting section in the technical documentation?/Anna
This is the link to the technical documentation https://docs.ifs.com/techdocs/ and the section about Outlook Calendar Sync:https://docs.ifs.com/techdocs/Foundation1/020_installation/400_installation_options/130_add-on_cmp/rmpanl/OutlookCalendarSynchronizer.htm Hope you can access it.
It is there in Apps10 also but it was released in an update so it is not available in the first versions.
Hi,The Outlook Calendar Sync is used to synchronize appointments in your outlook calendar with Business Activities in CRM. By creating an activity from an outlook meeting using the CRM-panel (outlook add-in) you get a business activity in IFS which is connected to the outlook meeting. If you update the subject, time or attendees list in the outlook appointment your changes will be reflected in the business activity. As a prerequisite you need to configure the sync properly in the Calendar Sync Configuration page (according to instructions in technical documentation). Best Regards,Anna
Hi,Access is controlled by the filter for the record type and the representatives on the record. To get access to an opportunity, you must be listed as a representative on the opportunity. You can also get access if you are a member of the same group as one of the representatives since they will then automatically share the access with you. If both the customer and the business opportunity access filters are active, you must be a representative (or member of the same group as a rep) for both the customer and the opportunity to be able to see the opportunity. This means that some users might be able to access a customer but not all the opportunities for that customer. Instead of using the business opportunity access filter, you can let the customer access filter control the access also for business opportunities by setting the status of the opportunity access filter to Inherit. The filter privileges will then be inherited from the customer record (the opportunity filter is ignored). I.e
I tried to recreate this but I get the correct file type and doc class. Could there be other settings in docman that can have an impact?In which release did you encounter the issue?/Anna
Hi,You are right that the user who enters the order will be set as main representative. Maybe you can use a custom event or workflow to also add the main representative for the customer to the order. Since you mention that the main representatives for the customer cannot see the customer’s orders, I assume that you are using the CRM access. If that is the case, you could set the status of the CRM Access Filter for Customer Order to Inherit. Then the access filter privileges for the customer will be applied also for the customer orders. Best Regards,Anna
In earlier versions like Applications 10, the lead stage was just a basic data field. In IFS Cloud 21R2, we extended the lead functionality to also support a lead qualification process where the process is used to define a sequence of stages a lead should follow. In the same way as the sales process controls the business opportunity stages, the lead qualification process will now control the lead stages. For each stage of the process, you can also define which actions the user should take to move the lead to the next stage. To configure a lead qualification process you start by creating a CRM Process Template (Process Type=Lead) with the sequence of stages you want the lead to follow. Then you go to the CRM Process page and Create a Process from your template. For each stage you can also define actions you want the user to perform. For example you might want to make sure that some specific fields in the lead page are updated or that a business activity is created before the lead moves
Hi,The Exclude from Total check box is only used when an opportunity line is linked to a sales contract line. The check box is selected in the sales contract line if the line should be excluded from the sales contract value. The line value is then also excluded from the total opportunity value. It is not possible to edit the check box from the opportunity, it only shows the value from the linked contract line./Anna
In IFS Cloud, the BO journal shows if a sales quotation has been created but that is not shown in IFS Applications 10. In the Business Opportunity page you can open the sales quotation from the opportunity lines tab or from the references list on the left side of the page. This is available in Applications 10 as well.
Hi,If you add the Project Definition field as a custom attribute to the Business Opportunity entity and publish it, the field should be visible in the page designer./Anna
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