2588089 - When Sending a Visit Summary The Fields From, To Recipients and CC Recipients Are Read-Only

When sending a Visit Summary, the fields From, To Recipients and CC Recipients are Read-Only and cannot be edited.

SAP Cloud for Customer

1. Go to the Visits work center.
2. Select the Visits view.
3. Open Visit ABC (ABC represents the Visit ID).
4. Select the Attendees facet.
5. Select the Actions button.
6. Select the option Generate Summary.
7. Select the Edit button.
8. Select the tick box for the Attendees you want to send the Summary to.
9. Select the Save button.
10. In the Attendees section select the Gear Icon.
11. Select the option Send Summary.

The fields From, To Recipients and CC Recipients are Read-Only and cannot be edited.

The fields From, To Recipients and CC Recipients are not input fields.

The To Recipients field is automatically filled with the selected attendees.

The CC Recipients field cannot be used in Visits. It is a re-use component, which is used in Appointments and Tasks.

This is the expected system behaviour in SAP Cloud for Customer.

Visit Send Summary CC Recipients To Recipients greyed out grayed out read only read-only , KBA , LOD-CRM-ACT-VST , Visit Planning , How To

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions