SAP Knowledge Base Article - Preview

3832592 - Pre-Visit Brief Note Summary changes after navigating away and reopening - SAP Sales Cloud V2

Symptom

When a new visit is created, the Pre-Visit Brief Note Summary is initially more detailed. After switching to another tab or leaving the Pre-Visit Brief and returning, the system prompts to open it again and regenerates the Note Summary.

The regenerated Note Summary is noticeably shorter and appears to contain less information than the initial version.


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Environment

  • SAP Sales Cloud Version 2

Product

SAP Sales Cloud Version 2 all versions

Keywords

pre-visit brief, note summary, regenerated summary, summary changes, past interaction insights, visit updates, sales cloud v2, visit brief, navigation, tab switch, concise summary, genai summary, visit context, business interaction, aggregation summary , KBA , CEC-CRM-VST , Visit for SAP Sales/Service Cloud , CEC-CRM-ML , Machine Learning for SAP Sales/Service Cloud , Problem

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