Conditions

Messages

To be able to enter Relationship Management messages in SFC, the following conditions must be true:

Actions

To be able to enter actions as well as messages, the following additional permission is required:

Available Relationship Management types

In the SFC configuration tool, specify the Relationship Management types that should be available in SFC. To do so, specify the corresponding Relationship Management type groups in the Visible CRM types field. If you do not use this feature, all Relationship Management types will be available in SFC.