SAP Knowledge Base Article - Public

2861556 - Visit: Attachments not showing when sending summary

Symptom

 You want to send the Visit Summary to an external email address but it is not showing in the Attachments.

Environment

SAP Sales Cloud

Reproducing the Issue

  1. Go to the Visits work centre.
  2. Go to the Visits view.
  3. Open any Visit with an Attendee that has an external email address.
  4. Go to the Facet Attendees.
  5. Click Actions > Send Summary.
  6. Note the attachment is not attached.

Cause

The scoping question Do you want to prevent summaries from being sent to external parties? is in scope.

Resolution

Please descope the question Do you want to prevent summaries from being sent to external parties? using the below path:

Business Configuration work centre > Implementation Project view > select relevant project > Navigate to Scoping Questions > Sales  > Account and Activity Management > Activity Management.

Keywords

visit, send summary, attachment, external e-mail, attendee , KBA , LOD-CRM-ACT-VST , Visit Planning , Problem

Product

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