SAP CRM Web UI

Evaluation of CRM Web UI

SAP CRM started back in the late 1990s and early 2000s providing the standard SAP user interface SAP GUI for the SAP CRM solution.

With SAP 3.1 SAP introduced the first completely Web-based user interface with zero client side installation requirements – the people centric user interface embedded in the SAP NetWeaver (Enterprise) Portal.

In release SAP CRM 4.0 SAP introduced a user interface that was especially designed and optimized for the large user group of interaction center agents – the interaction center Web Client.

With SAP CRM 2006s/SAP CRM 2007 the new CRM Web Client User interface was introduced as replacement for SAP GUI and People centric user interface.

Key Goals to developing the new User Interface.

Equal focus on New UI Interaction and navigation concept

Easy and Flexible UI configuration

Complete UI architecture with an unchanged UI technology - based on Business server pages (BSP)

End-user focused functionality

The CRM Web Client is designed for the business user, providing role-based workspace that is easy to use and navigate.

UI Elements

A- Header Area

B- Navigation Area

C- Work Area

The combination of Header area and Navigation area are called L-shape.

Note: The L Shape always stays fix, so the user always has access to common functionality and never gets lost

The L-Shape provides easy global navigation through the entire CRM application. It includes generic shortcuts for fast data entry or data access. The L-Shape consists of the header (top) and Navigation (left) area.

L – Shape Contains

1. System links

2. Saved Searches

3. Work area title

4. History back/forward

5. Navigation Bar – Work center

6. Navigation Bar – Quick Create

7. Navigation Bar – Recent Items

8. Open /Close Navigation Bar

Navigation Bar contains, First level Navigation entries, Second level Navigation entries.

Note: The Navigation bar is controlled via a corresponding profile in customizing.

Create Area

The create area allows users to start creation of any object quickly, no matter where the use is located in the SAP CRM application at the moment.

Links in the create area navigate to the corresponding standard create pages; this area is freely configurable per role, this area can be personalized by the user.

The main idea behind the quick create area is to provide the user with quick links for creation of the most frequently used applications, this area thus contains only the entries needed multiple times a day, rather than the ones needed once every two weeks.

In the standard delivery, the create area contains only the most important create links (Appointment, E-mail, Task, and Sales call) plus role specific links.

Personalization of the create area can be found under the general personalization (personalize navigation bar)

Recent Items

The recent items area allows the user to navigate to the items that he has worked on most recently.

Recent Items Options

Links in the recent items area navigate to the corresponding objects.

This area is configurable per role

This area can be personalized by the user.

E-Mail Inbox

The E-Mail Inbox is a temporary view of the current users groupware inbox, by opening this page, no email is replicated from groupware to SAP CRM, it is only a real time view. The user can choose selected e-mails and transfer.