Three MUST HAVE Solutions for CRM Profile Definitions

    Session Number: 30317
    Track: CRM
    Sub-Categorization: Technical
    Session Type: Innovations
    Primary Presenter: Ruth Chen [Senior ERP Technical Analyst - The University of Texas at Arlington]
    Time: Mar 20, 2012 (09:30 AM - 10:30 AM)
    Room: Canal B

    Learning Objectives from Session: Know your options to save your data entry or processing time.
    Product: PeopleSoft
    Version Presenting: PS 9.1
    Level of Customization: None or N/A
    Level of Partner Integration: Institution Alone
    Project Phase: Upgrade
    Project Go Live: Q1 2012
    Target Audience: All
    Audience Level: Beginner
    Your Training in this Area: I have attended various CRM 9.1 training classes.

    Description:  Do you have a long list of choices to enter when creating a profile definition? Have you wished if there is a way to load the choices from a file instead? Do you have a complicated profile definition created in one instance and need to recreate it manually in another instance? Have you wished if there is a way to migrate profile definitions systematically? Have you also wished if there is a way to filter profile definitions from the search result where you only see your own profile definitions?