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博客园 - Raymond Zhang

案例分享:电信行业零售业务CRM架构 客户关系管理及客户服务简介(译) How-to: disable the web-security-check in Chrome for Mac 基于HANA Cloud的SAP Mobility Platform正式发布 Automate debugging using ABAP debugger scripts Some notes about CRM Roles Concept in Web UI Fixing the SAPOSS RFC connection via Secure Storage Migration How-to: Move the items in local to specific packages Some basic skills (2) - Configure the printer for your SAP systems A trouble shooting case - Background job ZABC failed Gateway Notes (1) SAP Netweaver Gateway Add-on for Backend System Installation Some basic skills (1) - Change the background image after logon Why is “GUID” used in SAP CRM? SPM (Service Parts Management) Inter-Company STO - CRM Billing issue Enhancement on SAP CRM Web UI page toolbar How to estimate the active condition records in a CRM system (2) How to estimate the active condition records in a CRM system (1) How-to: Set up the delta upload for Vendor Master Data from CRM to ERP
Introduction of new feature ‘Tag Cloud’ with SAP CRM 7.0 Ehp 1
Raymond Zhang · 2011-05-31 · via 博客园 - Raymond Zhang

SAP CRM 7.0 Ehp 1 introduces a quite fancy new feature called ‘Tag Cloud’.

With Tag Cloud, we can easily put all kinds of Tags on most of the transaction objects across Sales, Service and Marketing area. Object tagging is a great feature that allows user to tag an instance of an object (Ex: an opportunity document) .User could share the tags with community. User can set access to tag cloud on the home page via personalization.

Ok here we go! Let’s see how we could utilize this new feature and rock it up!

image

Firstly we check the personalize settings but could not find the ‘Tag Cloud’. But with the new ‘Help Center’ we could locate the ‘Business Functions for SAP CRM’.

image

And located to the ‘UI Framework Documentation’, we found the ‘Tag Cloud’ part.

image

We finally got the description on how to make it happen.

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Go to ‘CRMC_UI_PROFILE’ and make the customizing.

Here the description above is a little bit tricky. To make the Tag available for one Business role, we need to make a parameter assignment blabla. While actually in the business role maintain screen, we could only input one entry names ‘Parameters’.

image

And actually we need to prepare the TAG related parameters into the Parameter Profile ‘ZTAGTEST’ before we maintain it here.

It’s also in the customizing of business roles.

image

Maintain the TAG related parameters here into the ZTAGTEST (parameter) Profile.

image

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Afterwards, use PPOMA_CRM to assign the business role to the user.

And logon with this business role.

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And now you will see the stuff we imagined in ‘Home’ – ‘Personalize’ – ‘Settings’.

image

Now you could play with the Tags in Opportunities, Quotations, Leads, Sales Orders or whatever else. You can even put the tags on your marketing objects like Segmentation and Campaigns.

image

Then you finally find the Tag Cloud on your home page.

image

You can either search by Tags or share your tags with others in the community. It’s just like in Twitter/weibo.com using #Topic#, and you can even share it like ‘Retweet’!

Raymond Zhang
If you want to discuss with me about any idea, please contact me at raymond.zhang@sap.com