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Ultimate Guide to WebClient UI : SAP CRM
Overview Overview Overview Overview
CRM WebClient ! is " web b"se#
"$$lic"tion %or t&e mo#ules covere# in
SAP CRM'
(
T&is %r"mewor) &"s evolve# over t&e
$erio# o% time "s successor o% #i%%erent
user inter%"ces $rovi#e# b* SAP %or t&e
SAP CRM'
(


Web ! &istor*

!t is " business role b"se# "$$lic"tion+ (
T&is me"ns t&"t t&roug& t&is inter%"ce t&e user will be "ble to "ccess onl* t&ose
"$$lic"tions %or w&ic& &e,s&e is &"ving "ut&oriz"tions'

!% " user is "ssigne# " single role- &e will not &"ve to select t&e role on logon'
But in c"se t&ere "re multi$le roles "ssigne# to " user- &e,s&e will &"ve to select
one o% t&e "v"il"ble roles in or#er to log in to t&e CRM Web !

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Page 1 of 14 Ultimate Guide to WebClient UI : SAP CRM
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Business Role selection in %irst $"ge o% SAP CRM Web !

!rres$ective o% t&e role selecte# t&e screens o% t&e CRM Web ! "re structure# in L LL L2 22 2
S&"$e' S&"$e' S&"$e' S&"$e'
(
But t&e "$$lic"tions "n# %unction"lities w&ic& user will be "ble to "ccess in t&e CRM
Web ! #e$en#s u$ on t&e role selecte#'
(
L-Shape
Once logge# in- user c"n see t&e Web ! screens in L2S&"$e' (


L2S&"$e #is$l"* in SAP CRM Web !

!t consists o% %ollowing com$onents+ (
He"#er Are"
3"vig"tion Are"
Wor) Are"
Positions o% "ll com$onents o% t&e L2S&"$e "re %i0e# "n# c"nnot be c&"nge#' (
An "#ministr"tor c"n c&"nge t&e s)in "n# logo o% t&e web client "s $er com$"n*
s$eci%ic re4uirements'
(
He"#er "re" is $rovi#e# to "ccess "$$lic"tion in#e$en#ent RLs "n# %unction"lities' (
sing n"vig"tion b"r user c"n "ccess #i%%erent "$$lic"tions- to w&ic& &e is &"ving
"ut&oriz"tions'
(
Wor) Are" gets u$#"te# b"se# on "ctions " user t")es on t&e 3"vig"tion b"r' (
.ee#b"c) .ee#b"c) .ee#b"c) .ee#b"c)
5our .ee#b"c) is ver*
im$ort"nt to us' Ple"se
tell us w&"t *ou t&in) o%
t&ese tutori"ls 2
&tt$+,,goo'gl,"Pc67
Page 2 of 14 Ultimate Guide to WebClient UI : SAP CRM
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!t "lso gets u$#"te# %or %ew "ctions on t&e &e"#er "re"'
Header Area
He"#er "re" is st"tic "n# its $osition is %i0e#' (
!t is $ossible to set its &eig&t in t&e CRM customizing but its $osition is %i0e#' (
He"#er "re" consists o% %ollowing com$onents (
S*stem Lin)s 8'
S"ve# Se"rc&es 9'
Wor) Are" Title :'
Histor* 6'


Com$onents in SAP CRM Web ! He"#er

Navigation Bar
sing n"vig"tion b"r- user c"n "ccesses t&e "$$lic"tion to w&ic& &e,s&e is &"ving
"ut&oriz"tions'
(
!t "lso &"s %ew lin)s %or generic $"ges li)e+ (
Home
Wor)List
/2M"il !nbo0
C"len#"r
Ot&er lin)s "v"il"ble in t&e n"vig"tion b"r "re "$$lic"tion s$eci%ic "n# v"r* %rom one
business role to "not&er business role' T&ese lin)s "re #ivi#e# into %ollowing+
(
A$$lic"tion lin)
Quic) cre"te lin)s
Recent !tems

Page 3 of 14 Ultimate Guide to WebClient UI : SAP CRM
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3"vig"tion B"r in SAP CRM Web !

A$$lic"tion lin)s c"n be con%igure# "t two levels' (
sing %irst level "$$lic"tion lin)s user c"n "ccess t&e se"rc&- cre"te "n# re$ort lin)s
o% " $"rticul"r "$$lic"tion'
(


Levels o% n"vig"tion vi" 3"vig"tion b"r

Secon# level "$$lic"tion lin)s #irectl* t")es user to $"rticul"r se"rc& $"ge' (
Quic) cre"te lin)s "re me"nt %or #irect "ccess to t&e cre"te $"ge %or " $"rticul"r
business $rocess #ocument'
(

Page 4 of 14 Ultimate Guide to WebClient UI : SAP CRM
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Quic) cre"te bloc) in t&e n"vig"tion b"r

Recent items in n"vig"tion b"r re$resent " )in# o% &istor* "n# m"int"in l"st visite#
business #ocuments or "$$lic"tions b* t&e user'
(
Work Area
Wor) "re" is t&e $l"ce w&ere user wor)s1 (
!t gets u$#"te# wit& "ctions t&"t user t")es on t&e n"vig"tion b"r' (
!t c"n consist o%
c"len#"r-
e2m"il !nbo0-
wor) center grou$s-
se"rc&2result $"ge-
overview $"ges-
sub overview $"ge
(
.ollowing "re %ew generic $"ges "v"il"ble+ (
Home P"ge Home P"ge Home P"ge Home P"ge+
;e$en#ing u$on t&e business re4uirement- content o% t&e Home $"ge c"n be
con%igure# %or st"n#"r# <M* O$en T"s)s= or custom %unction"lit* <CRM Lin)s='
(
3"vig"tion %rom t&e Home $"ge will #e$en# u$on its content' (


Home $"ge


Wor)list $"ge Wor)list $"ge Wor)list $"ge Wor)list $"ge+
!t #is$l"*s "lerts- wor)%low t"s)s "n# business tr"ns"ctions w&ic& "re currentl*
$en#ing wit& or "ssigne# to t&e logge# in user'
(
!t is $ossible to n"vig"te to #i%%erent "$$lic"tion or business tr"ns"ction %rom
wor)list $"ge'
(

Page 5 of 14 Ultimate Guide to WebClient UI : SAP CRM
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Wor)list $"ge


/ // /2 22 2M"il !nbo0 "n# C"len#"r M"il !nbo0 "n# C"len#"r M"il !nbo0 "n# C"len#"r M"il !nbo0 "n# C"len#"r
T&is $"ge c"n be con%igure# to be in s*nc wit& t&e user m"ilbo0 (
.or t&is- CRM mi##lew"re settings "re use# so t&"t user c"n "ccess m"ilbo0 wit&in
Web !
(
;i%%erent views "re $ossible wit&in t&e c"len#"r $"ge > single #"*- wee)- mont& view (


C"len#"r ?iew

Simil"rl* user c"n see t&e /2M"il inbo0 in s*nc wit& t&e Lotus 3otes server or
Outloo)'
(
Work Area
A$$lic"tions "ssigne# to t&e logge# in user "re "ccesse# in t&e Wor) Are" (
On clic)ing on "n "$$lic"tion in n"vig"tion b"r- wor) "re" #is$l"*s wor) center wit&
wor) "re" grou$s consisting o% relev"nt lin)s to cre"te- se"rc& "n# re$ort'
(

Page 6 of 14 Ultimate Guide to WebClient UI : SAP CRM
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Wor) Are" wit& Wor) Centre @rou$s

.rom wor) center user c"n n"vig"te to Cre"te $"ge- se"rc& $"ge or re$ort $"ge' (
As #iscusse# "bove- in c"se o% generic $"ges li)e Home $"ge- Wor)List $"ge- etc'
wor) "re" &"s #i%%erent l"*out "n# content'
(
But %or t&e "$$lic"tions in t&e n"vig"tion b"r- t&e structure "n# l"*out o% wor) "re"
is i#entic"l "cross t&e "$$lic"tions'
(
To im$lement Awor) "re"A- )nowle#ge o% bot& Web ! $rogr"mming "n# CRM
customizing is nee#e#'
(
Search Page
Se"rc& $"ge is #ivi#e# into se"rc& criteri"- result t"ble "n# s"ve# se"rc& "re"' (


A#v"nce# Se"rc& P"ge

Wit&in se"rc& criteri" user c"n set t&e criteri" to %in# "n element' (
!t is $ossible to "## or remove se"rc& criteri" using t&e buttons "v"il"ble ne0t to
se"rc& criteri" %iel#s'
(
Se"rc& criteri" %iel#s c"n be im$lemente# wit& .6 &el$ or #ro$#own &el$' (
Multi$le o$er"tors c"n be con%igure# %or e"c& se"rc& criteri"' (
Se"rc& result s&ows t&e result obt"ine# %rom t&e se"rc&' (
Once se"rc& is $er%orme#- result t"ble s&ows t&e number o% recor#s %oun#- i% "n*' (
!t $ossible to &"ve buttons on to$ o% t&e result t"ble &e"#er to $rovi#e some
business $rocess' .or e0"m$le- t&ere "re buttons to cre"te #i%%erent t*$e "ccounts in
t&e "bove %igure'
(
!n gener"l- buttons to cre"te new recor# "re $resente# on t&e se"rc& result t"ble
&e"#er'
(
Page 7 of 14 Ultimate Guide to WebClient UI : SAP CRM
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On t&e rig&t2si#e en#- se"rc& result t"ble "lso cont"ins buttons w&ic& en"ble user to
e0$ort t&e recor#s to e0cel s&eet "n# t&e button %or $erson"liz"tion o% t&e se"rc&
result t"ble'
(
T&e recor# %oun# in t&e se"rc& result c"n "lso cont"in &*$erlin) in columns' (
Wit& t&ese &*$erlin)s- it is $ossible to n"vig"te to t&e in#ivi#u"l recor# w&ic& is
#is$l"*e# in t&e Overview $"ge'
(


Person"liz"tion settings $o$2u$ view

sing t&e $erson"liz"tion button on t&e se"rc& result t"ble &e"#er- user c"n
$erson"lize t&is view %or t&e columns #is$l"*e# "n# t&e or#er in w&ic& t&e columns
"re #is$l"*e#'
(
As &ig&lig&te# "bove+ (
ser c"n t&e v"lue o% row count "%ter w&ic& scroll b"r will be visible'
Also user c"n set t&e v"lues %or number o% recor#s in single $"ge'
Overview Pages
Overview $"ge c"n be use# to wor) on com$lete #"t" rel"te# to " single recor#' (
!t is use# to #is$l"*- u$#"te "n# cre"te new #"t" suc& "s business $"rtner- s"les
or#er- etc'
(
T&e #"t" %rom single "$$lic"tion or business tr"ns"ction is org"nize# into
"ssignment bloc)s'
(
.irst "ssignments bloc) s&ows t&e &e"#er or m"in #et"ils "n# ot&er #"t" "re
grou$e# in to #i%%erent "ssignment bloc)s "s $er t&e re4uirement'
(
Possible views in "n "ssignment bloc)+ (
.orm view
T"ble view
Tree view
T&e &e"#er o% t&e Overview $"ge #is$l"*s t&e title o% t&e object w&ic& is o$en "n# its
#escri$tion'
(
Page 8 of 14 Ultimate Guide to WebClient UI : SAP CRM
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T&e &e"#er "lso consists o% t&e &e"#er buttons wit& w&ic& user c"n $er%orm
#i%%erent t"s) on t&e overview $"ge'
(
Anot&er com$onent o% t&e &e"#er is t&e Histor* buttons wit& w&ic& user c"n
n"vig"te b"c) "n# %orw"r# wit&in t&e wor) "re"'
(


Overview P"ge Se"rc& P"ge > .orm "n# T"ble ?iew



Tree ?iew

Simil"r to se"rc& result t"ble- overview $"ge cont"ins " $erson"liz"tion button wit&
w&ic& user c"n select w&ic& "ssignment bloc)s user c"n see wit&in t&e $"ge'
(
An "ssignment bloc) c"n b* #e%"ult be lo"#e# in e0$"n#e# or l"z* mo#e' T&is &el$s
in t&e $er%orm"nce im$rovement o% t&e "$$lic"tion'
(
All t*$es o% view in "ssignment bloc) i'e' %orm view- t"ble view "n# tree view c"n
cont"in in$ut %iel#s wit& .6 in$ut &el$ or #ro$#own in$ut &el$'
(

Page 9 of 14 Ultimate Guide to WebClient UI : SAP CRM
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?"lue &el$ Po$2$ using .6

;"te %iel#s in t&e views "re #is$l"*e# wit& #"te &el$' (
Wit&in %orm view we c"n grou$ t&e #"t" using t&e C"$tions' (
!n#ivi#u"l "ssignment bloc) c"n "lso cont"in buttons on t&e &e"#er' (


Se"rc& &el$ Po$2$

T"ble view "n# tree view c"n cont"in &e"#er w&ic& c"n "lso &"ve buttons' (
Also- it is $ossible to &"ve buttons in t&e %irst column o% " t"ble view' (
!t is $ossible to &"ve &*$erlin)s wit&in "ll t&ese t*$es o% view' (
sing t&ese &*$erlin)s it is $ossible to n"vig"te %rom one "$$lic"tion or business
tr"ns"ction to "not&er' .or e0"m$le- to Sol#2to $"rt* %rom " S"les Or#er'
(
As $er re4uirement- it is $ossible to &"ve "tt"c&ments "ssignment bloc) in Overview
$"ge'
(


Assignment bloc) %or Att"c&ments

!n t&is bloc) it is $ossible to "tt"c& #ocuments or RLs' (
!t is $ossible to "tt"c& #ocument %rom content m"n"gement or %rom t&e loc"l &"r#
#is)+
(

Page 10 of 14 Ultimate Guide to WebClient UI : SAP CRM
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Po$2u$ to "## "tt"c&ment

Once "tt"c&e# *ou c"n see t&e #ocument $ro$erties- o$en it or #elete it' (


Assignment bloc) %or Att"c&ments

T&ere is "lso " region %or t&e error mess"ges in t&e &e"#er "re"+ (


Personalize
T&ere is "n o$tion %or $erson"liz"tion o% t&e CRM Web !' (
Here it is $ossible to set settings w&ic& "re "$$lic"ble "cross t&e "$$lic"tions %or
logge# in user'
(
Here user c"n "lso c&"nge t&e s)in o% t&e "$$lic"tion' (
!n t&e APerson"lize M* ;"t"A section user c"n set v"lues %or t&e settings li)e %orm"t
o% #"te'
(
!n l"*out section user c"n set S)in o% t&e "$$lic"tion' (

Page 11 of 14 Ultimate Guide to WebClient UI : SAP CRM
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Person"liz"tion O$tions



Setting s)in in $erson"liz"tion

T&ere is " se$"r"te bloc) %or settings rel"te# to t&e @rou$w"re integr"tion' (
!n t&is bloc) user c"n m"int"in re4uire# settings %or t&e integr"tion o% CRM wit& user
m"ilbo0 %or /2M"il "n# C"len#"r $"ges'
(

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Page 12 of 14 Ultimate Guide to WebClient UI : SAP CRM
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