CRM WebClient UI Wish List

Some of the wishes are already realized. Check out the page Realized wishes.

Keep the state of sorting and filtering when navigating back and forth

When I've sorted in the "Planned Activities" table of the account details ascending by the Description:

And then click one activity "Test No 1" to open it's details:

And then click on the "Back" button to get back to the account details, the sorting is gone:

 It's annoying for the user to loose always the sorting when navigating back and forth.

This issue was submitted to the Customer Connection CRM - Cycle 3 as the Idea Assigment block status after Back-navigation. It has 9 subscribers (5 are required) and will hopefully be solved in this Customer Connection Cycle.

Tab behaviour is a step backward against CRM 5.0 PC-UI

In the CRM 5.0 PC-UI the behaviour when using the TAB-key to navigate between fields had been greatly improved. So it was possible to jump to the next field directly even if the current field has a search help. This isn't the case in CRM Web UI. It will jump from the data entry field of i.e. "Date of Birth" to the selector of the search help.

 Also when searching for an account, the cursor is placed in the Name 1 field first:

 But to reach the City field, you need to press tab 5 times:

So I have seen customers switching from the dynamic search setting back to the advanced search layout they had in CRM 5.0 PC-UI.

You can vote for this Idea on SAP Idea Place.

Use Searchviews without mouse (Basically the same request as above added by ManniF)

The Searchviews shall be usable without mouse. With CRM 70 this is not really usable because for each line of search criteria 3 Tabs are required. Only one tab in the input-field per line will be a small usability improvement.

Switch to the next search results in detail view without going back to the result list

When you clicked at the transaction ID in a list of search results like here:

It was possible to switch to another search result by clicking the arrow button in the upper right corner.

That was especially useful to update many opportunities in a short time. Now the user always have to switch back to the search result list and then select the next item.

Mass completion of alerts

In CRM 5.0 the Portal Universal Work List (UWL) can be used to display alerts created in CRM using the Funciton Module SALRT_CREATE_API. As you can see in the following screen shot it is possible to select multiple entries and and confirm them all using the "Complete" button.

Now in CRM 2007 and also in CRM 7.0 (Confirmed by OSS Message No.  107318/2009) this is not possible anymore:

 
As you can see in this screenshot for the Workflow Tasks a "select all" is still possible using the select all icon:  

Maintainance of the Marketing Attributes

The usability of the screen to maintain the Marketing Attributes in CRM Web UI and also CRM PC-UI is a step back from how it was in the SAP GUI BP Transaction. Here you've got a list of maintained Marketing Attributes:

And then you can double-click to one of the attributes and you got a List with checkboxes or radio-buttons depending if it was a multiple or single value attribute:

With CRM PC-UI and also in the CRM WebUI the maintenance screen for the Marketing Attributes looks like that:
 
So when you want to add a new attribute, you have to click on "Add Entry" to get a new line. Then you have to choose what Attribute you like to add and then you have to select the value. To make the maintenance of Marketing  Attributes less annoying to sales representatives I've created a custom BSP application in two implementation projects:

 
 
Here the user just has to click on radio-buttons or checkboxes to assign the Marketing attribute.

Sorting of result lists

The result lists shall be sorted that the newest objects are first. At the moment most of the result lists are sorted with ID ascending. At the moment the oldes entries are first. It would be great if sorting can be configured in the UI configuration tool for the result lists.

Default Values in search views

It shall be possible with UI configuration (without coding) to set default values in the search views.

More available fields in the UI-configuration

First of all the available fields of search views and corresponding result lists shall be the same. It´s a shame that this is today not the case for a lot of views.

Generally more available fields shall be realised also. For example "created_by" shall be available in each search view.

Categorization for saved searches

The saved searches shall be categorized to make it more comfortable to find the right saved search.

For example: Saved searches Accounts, Saved searches for service orders, Saved searches for contact persons, etc.

At the moment all saved searches are in one pot.

Easy Condition (Price) Entry should be enabled although document has been transferred to R/3

Currently the Easy Condition Price Entry at Sales Order only enable when document has not been transferred to R/3.

In SAP GUI, we still can edit one of the Condition Type (PR00) in CRM after document sent to R/3. But in CRM WebClient cannot!

We can edit the price through Easy Condition Entry at creation time in CRM WebClient, as long as it has not been transferred

into R/3, you can still edit from Easy Condition Entry.  This may relate to synchronization setting at table SMOFPARSFA, but the fact is

currently in SAP GUI there is no such restriction.

Possibility to enhance row height in configurable tables

It is not possible to increase the row height of a configurable table of Web UI. Due to this, if we want to show comments running into small paragraphs, we can't show it on such a table. If an attribute is added such that there can be some kind of word wrap feature possible in a given table cell / row, then that will help show such comments in a table.

Webclient UI shall support ADOBE Forms

For our company it is not understandable why SAP CRM only supports SMARTFORMS for printouts. We do not have SMARTFORMS KnowHow inhouse but SAPSCRIPT and ADOBE Forms KnowHow. We already realised a custom service and handler class to work with ADOBE Forms in SAP CRM Webclient UI. Since PDF is a common standard please provide ADOBE PDF customizing also for CRM Webclient UI. Please also deliver some example ADOBE Forms for SAP CRM like in most of the ERP modules.

Improvement for Attachment Assignmentblock  

It would be very helpfull if a user could see if attachments are available or not without opening the attachment assignmentblock. A small sign on the Assignmentblock header will be enough.

Some type of Search or Sort ability in the list of 'Available Fields' in UI Configuration

When working with the UI Configuration tool (in WebUI or BSP Workbench), it is really difficult to find out the field you are looking for from the list of 'Show Available Fields', especially when there is a long list fields to navigate through. A simple search or sort function on this list would really improve usability.
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