Page 5186 "Interaction Template Setup"

Base Application · Microsoft.CRM.Interaction · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
Caption	Interaction Template Setup
SourceTable	Interaction Template Setup
PageType	Card
UsageCategory	Administration
ApplicationArea	RelationshipMgmt

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group	Control	Shows	ToolTip
General	E-Mails	E-Mails	Specifies the code of the interaction template to use when recording e-mails as interactions. from the table field
	E-Mail Draft	E-Mail Draft	Specifies the code of the interaction template to use when recording e-mail draft as interactions. from the table field
	Cover Sheets	Cover Sheets	Specifies the code of the interaction template to use when recording cover sheets as interactions. from the table field
	Outgoing Calls	Outg. Calls	Specifies the code of the interaction template to use when recording outgoing phone calls as interactions. from the table field
	Meeting Invitation	Meeting Invitation	Specifies the code of the interaction template to use when recording meeting invitations as interactions. from the table field
Sales	Invoices	Sales Invoices	Specifies the code of the interaction template to use when recording sales invoices as interactions. from the table field
	Credit Memos	Sales Cr. Memo	Specifies the code of the interaction template to use when recording sales credit memos as interactions. from the table field
	Order Confirmations	Sales Ord. Cnfrmn.	Specifies the code of the interaction template to use when recording sales order confirmations as interactions. from the table field
	Draft Invoices	Sales Draft Invoices	Specifies the code of the interaction template to use when recording sales draft invoices as interactions. from the table field
	Quotes	Sales Quotes	Specifies the code of the interaction template to use when recording sales quotes as interactions. from the table field
	Blanket Orders	Sales Blnkt. Ord	Specifies the code of the interaction template to use when recording sales blanket orders as interactions. from the table field
	Shipment Notes	Sales Shpt. Note	Specifies the code of the interaction template to use when recording sales shipment notes as interactions. from the table field
	Statements	Sales Statement	Specifies the code of the interaction template to use when recording sales statements as interactions. from the table field
	Reminders	Sales Rmdr.	Specifies the code of the interaction template to use when recording sales reminders as interactions. from the table field
	Return Orders	Sales Return Order	Specifies the code of the interaction template to use when recording sales return orders as interactions. from the table field
	Return Receipts	Sales Return Receipt	Specifies the code of the interaction template to use when recording sales return receipts as interactions. from the table field
	Finance Charge Memos	Sales Finance Charge Memo	Specifies the code of the interaction template to use when recording sales finance charge memos as interactions. from the table field
Purchases	Invoices	Purch Invoices	Specifies the code of the interaction template to use when recording purchase invoices as interactions. from the table field
	Credit Memos	Purch Cr Memos	Specifies the code of the interaction template to use when recording purchase credit memos as interactions. from the table field
	Orders	Purch. Orders	Specifies the code of the interaction template to use when recording purchase orders as interactions. from the table field
	Quotes	Purch. Quotes	Specifies the code of the interaction template to use when recording purchase quotes as interactions. from the table field
	Blanket Orders	Purch Blnkt Ord	Specifies the code of the interaction template to use when recording purchase blanket orders as interactions. from the table field
	Receipts	Purch. Rcpt.	Specifies the code of the interaction template to use when recording purchase receipts as interactions. from the table field
	Return Shipments	Purch. Return Shipment	Specifies the code of the interaction template to use when recording purchase return shipments as interactions. from the table field
	Return Order Confirmations	Purch. Return Ord. Cnfrmn.	Specifies the code of the interaction template to use when recording purchase return order confirmations as interactions. from the table field
Service	Service Order Create	Serv Ord Create	Specifies the code of the interaction template to use when recording the creation of service orders as interactions. from the table field
	Contracts	Service Contract	Specifies the code of the interaction template to use when recording service contracts as interactions. from the table field
	Contract Quotes	Service Contract Quote	Specifies the code of the interaction template to use when recording service contract quotes as interactions. from the table field
	Quotes	Service Quote	Specifies the code of the interaction template to use when recording service quotes as interactions. from the table field

Triggers

OnOpenPage

Relations

source table Table 5122 “Interaction Template Setup”

Pages and codeunits on this table

Table 5122 “Interaction Template Setup” (drill-down page)
Table 5122 “Interaction Template Setup” (lookup page)

Ask your agent

Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Interaction Template Setup"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.