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Procedure documentationMaintaining Types of Note Texts

 

To be able to set the types of note texts that you want your customer to see, you must set up the relevant Customizing. For example, you may set up the Customizing so your customer is not able to see internal memos but have access to customer notes.

Procedure

  1. On the SAP Easy Access screen for Customer Relationship Management, choose Start of the navigation path Transactions Next navigation step Basic Settings Next navigation step Define Transaction Types End of the navigation path and check the value for interaction records by double-clicking; the default value of the Text Det. Procedure field is ACT00001.

  2. On the SAP Easy Access screen for Customer Relationship Management, choose Start of the navigation path Basic Functions Next navigation step Text Management Next navigation step Define Text Determination Procedure End of the navigation path, select the text object CRM_ORDERH and choose the Procedure node on the navigation panel on the left.

  3. Select the Text Determination Procedure used for interaction record (found from the first step): ACT00001

  4. Choose the Definition of Procedure folder from the navigation panel on the left and maintain the text types used for the interaction records.