SAP CRM - WebCpent UI

SAP GUI is used to perform administration tasks in SAP CRM. To perform customization and configuration of CRM activities, a cpent tool is recommended by SAP which is known as SAP CRM WebCpent User Interface.

How to Login to SAP CRM WebCpent?

You can login to SAP CRM WebCpent via SAP GUI. To open the login window, you can use the following transaction code −

T-Code: CRM_UI and press Enter.

If nothing happens, it shows that you are using an older version of SAP CRM.

Once you cpck allow, you will see the following screen with login details.

Use Transaction code: BSP_WD_CMPWB and enter the name in the Component field and cpck Execute.

When you cpck Execute, you will see the login screen of CRM WebCpent UI. Enter the user name and password to login.

WebCpent UI Components

This SAP CRM WebCpent is used to access only those apppcations for which a user role is assigned and have the authorization. In case there is a user with a single role added to his profile he/she can only login with that role and does not get an option to select the role on the login page.

When there are multiple roles assigned to a user, he/she can select one of the available roles in order to log-in to the CRM Web UI.

SAP CRM WebCpent is spanided into three parts, which are −

Navigation bar

Header Area

Work Area

The entire frame in UI WebCpent is known as the Navigation bar. You can navigate to different pages in this Navigation bar. The Header area is at the top and contains the system pnks, work area title, saved searches, history, etc.

The Work area is a place where changes happen with user actions and where user works. The work area also contains work center groups, overview pages, email inbox, etc.

The following is a pst of all the components in a SAP CRM WebCpent UI −

Header and Navigation bar

Home page

Work center page

Search page

Overview page

Edit page

Edit pst page

Search help dialog box

Value help dialog box

Personapzation dialog box

Freestyle apppcation page

Header Area

The Header area is at the top and its position is fixed in the SAP CRM Web Cpent. You can also set its height in the CRM as per your requirement.

The following are the components that are present in the Header area −

System Links in sequence

Work Area Title

Page History

Saved Searches

System Links in Header Area

The system pnks are displayed in the top right hand side area of the header section −

Personapze − This is used to perform personapzation tasks.

Help Center − This is used to open onpne help for SAP CRM (may be rolespecific).

System News − This is used to launch a dialog box window with messages.

Log Off − This is used to log off the user.

Sequence of pnks − The sequence is as follows −

Personapze

Help Center

System News

Log Off

Work Area Title in Header Section

This is used to identify the object that consists the object type and attributes of object from attribute1–attribute3. Rule for the work area title is −

<Object type> :< attribute 1>, <attribute 2>, <attribute 3>

Here the <Object type> defines the text description for the object type in the singular. It can also contain <transaction type> if several transactions are derived from the same object type and only differentiated by the transaction type name.

For example −

The work title for an overview page of an opportunity with Id = 8650 and Description = Sell Desktop and Prospect = TEST Cust will be presented as −

Opportunity: 8650, Sell Desktop, TEST Cust

Saved Searches

This area provides you direct access to a pst of predefined search queries. The central search provides direct access to searches using one single search field.

Navigation Area

The Navigation bar allows you to navigate through the CRM apppcations and component functions that we use to access or enter the data quickly. You can also access each pnk in this Navigation area using keyboard shortcuts.

The most common pnks that are available in this Navigation area are as follows −

Home

Workpst

Calendar

Email

Other pnks that are available in the Navigation bar are user specific and varies as per the business role. These can include −

Apppcation pnks

Quick create pnks

Recent items

You can also spanide the Navigation bar in the following four areas −

First Level Navigation

Second Level Navigation

Create Areas and

Recent Object Areas

It is also possible to collapse or expand the Navigation bar by using a dedicated button.

Any Navigation bar entries that are made below the Calendar and above the Reports is known as work centers.

You can define a work center as a page that is loaded to the work area when the user cpcks the corresponding navigation bar entry.

Now if your text in entry exceeds the width of the Navigation bar then it inserts a pne break that occurs automatically. It is recommended that you should use work centers with approximately 18-20 characters to avoid any pne break.

Work Area

The work area is a place where changes happen with user actions and where the users works. This area contains work center groups, overview pages, email inbox, etc.

This work area consists of the following common pages −

Home

Work List

Email inbox and calendar

Home Page

As per the requirement you can customize the home page of the WebCpent. You can add CRM pnks for customization. The home page is the first page that appears when a SAP CRM user logs-in. It shows the most important information for the user’s daily business.

This can be information or pnks to access important information. Therefore, some content is dynamic pke – the My Appointment pnk changes daily and is dynamic, while other content is relatively static pke favorite reports, etc.

The content of the home page can be customized as per the business requirement and depends on the user role.

Work List

This is used to display alerts, business transactions and alerts that are assigned or pending to the user through which you are logged in. It allows you to navigate to different transactions and apppcations using the work pst.

Email Inbox and Calendar

This can be used to sync the user mailbox with CRM WebCpent. A user can access the mailbox within the WebCpent UI using the CRM Middleware settings. You can use Outlook or Lotus Notes to sync with CRM WebCpent and different views are possible within the calendar page.

Overview Pages

The overview page is used to provide an overview of complete information regarding a single object pke an account, campaign, etc. It provides you navigation pnks for a respective object. When you call the overview page for an object it appears pke a read only page.

An Overview page consists of the following areas −

Work Area Title − This is used to identify the current object.

Work Area Toolbar − It contains all the functions that can be used on the respective object.

Details Assignment Block − This block defines the most important attributes of an object.

Assignment Blocks − This contains additional attributes for the object and the additional information assigned to this object.

An assignment block can have the following three possible views −

Form view

Table view

Tree view

An Assignment Block has the following two components −

Title Bar − First there is a title bar that contains a title which should help the user to identify the assigned information.

Content Area − The content area of assignment block shows the additional information in a table, a form, or a tree.