Conditions

Messages

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

• Your company must have a license for the Relationship Management module
• The logged in user must have the appropriate rights to SFC / Create Relationship Management message.

Actions

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

• The logged in user must have the appropriate rights to SFC / Create action.

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.