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Author Topic: attached data in ms crm  (Read 3540 times)

dias7777

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attached data in ms crm
« on: December 19, 2006, 03:21:47 PM »
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When a new forms pops us in microsoft crm(after a call) under the filed subject (in the main area of the form where the attached data appear) all the attached data (automatic and mine(from startegies) appear. However, i want to appear only the attached data that i pass through the strategies and not all because this is confusing for the agents. I changed the option in URS automatic_attach to false, i restarted URS but still i see all the attached data.

Any suggestions?

I have installed a genesys express 4.2 and a gplus adapter for microsoft crm 7.2

Thank you in advance

Offline René

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Re: attached data in ms crm
« Reply #1 on: December 19, 2006, 04:34:42 PM »
  • Best Answer
  • Hi,

    There is another option related to automatically attached data - option "report_target". Check this one if it is set to "false".

    If the issue still persists please post a screenshot here. Maybe we find where the attached data come from by the keys' names.


    René

    dias7777

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    Re: attached data in ms crm
    « Reply #2 on: December 20, 2006, 06:50:58 PM »
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  • Hi René.
    This was the solution. Thank you very much for your quick response and for the correct answer.