Contact App

SAP CRM SFA APPS- Contacts

Transaction Toolbar on Contact Search Page

This app adds ‘Activities,’ 'Leads' ‘Opportunities,’ 'Quotations,' and 'Sales Order' buttons in the toolbar of the Contact Search Page.   Selecting a row and clicking a button will display the corresponding assignment block with details.

Problem solved:

This app provides easy access to associated transactions of a contact.

Communication Toolbar on Contact Search Page

This app adds ‘Email’ and ‘Phone’ buttons on the contact search page.  The buttons are enabled if either email ID or phone # exists for the contact.  A click on the ‘Email’ or ‘Phone’ button raises a popup showing alternate email IDs and phone numbers maintained and, on select, will navigate to compose mail window.

Problem solved:

Currently, the only way to find the contact info of a contact is navigating to the contact details page.  With this app, you have immediate access to the contact information you need.

Access the Contact Email ID from Contact Search Page

This app changes the Account email ID displayed in Contact Result window to the Contact email ID and assigns the email in "To" address with appropriate Account and Contact fields in Web UI.   Clicking on Contact email raises a popup with alternate email IDs maintained and on select will navigate to Email New Window.

Problem solved:    

Standard SAP CRM displays the Account email ID as part of the Contact Record in the search results.  This prevents you from being able to send an email to a contact by clicking the email ID from the search results.  Standard SAP CRM does not populate contact details in the email editor.

Transaction Toolbar on Contacts Details Page

This app provides buttons for ‘Activities,’ ‘Leads’ and ‘Opportunities.’  The button displays the number of activities, leads and opportunities created for that prospect.  The transactions associated with each button will be displayed by a click of the button.

Problems solved:

This app provides you with a quick 360 degree snapshot of transactions associated with a Contact.  This app avoids the unnecessary scrolling to the particular assignment block to find any associated transactions.

Communication Toolbar on Contact Details Page

This app adds ‘Email’ and ‘Phone’ buttons on the Contact Details Page. The buttons are enabled if either email ID or phone # exists for the contact.  A click on ‘email’ or ‘phone’ button raises a popup showing alternate email IDs and phone numbers maintained and on select will navigate to the compose mail window.

Picture Profile of a Contact

This app provides the profile image of the contact if the contact has a Gravatar (www.gravtar.com) account.