Before using the sales summary in the address list, you must first define which information blocks are relevant to your work. In Customizing for Sales Support, choose Sales Summary ® Assign info blocks to a view. Choose Assign views to users to complete your assignments.

The sales summary in address lists has a new look. The different information blocks are now in HTML format with dynamic links (for example you can branch to the customer's last order directly from the sales summary).

When the sales summary is activated and you telephone a customer directly from the address list (using the phone icon), the system automatically displays the sales summary for that customer.

To call up the sales summary, click on a customer or company name. Note that the check boxes to the left do not influence the sales summary display. To turn the sales summary off, choose the sales summary icon on the tool bar.

Using the View field in the sales summary header, you can personalize the information that is shown. In the drop down lists on this field, the system displays those views that you have set in Customizing. When you choose a view, the system refreshes the sales summary with the info blocks that have been assigned to this view.

The drop-down list on the Info block field contains the title of all of the info blocks for the view. Choose an info block to branch to it directly, instead of scrolling up and down to find the one that you need.

You can change the size of the sales summary screen by pulling it up or down with your cursor.