My Accounts

With the transactional app My Accounts you can search for and display existing accounts. You can display the general data of an account, as well as other related data such as contacts, appointments, and opportunities. You can share or discuss this information in SAP Jam. You can use the app to prepare for a meeting with an account and to update information after the meeting.

Key Features

The availability of the app features depends on the back-end product version in use:

Generally Available

  • Search for and display your own corporate accounts or all corporate accounts

  • Display key figures of an account, such as the expected revenue of opportunities

  • Display contacts, notes, tasks, appointments, attachments, leads, and opportunities for an account

  • Navigate to more detailed information for contacts, tasks, appointments, leads, and opportunities

  • Share account information in SAP Jam groups and discuss it in SAP Jam feeds

  • Change the layout of the search result list by selecting columns and changing the order in which they are displayed

Only Available as of SAP enhancement package 3 for SAP CRM 7.0

  • Create new accounts and edit account data, such as address, rating, or employee responsible

  • Create accounts as prospects, and record the lifecycle stage for accounts

  • Work with individual accounts and account groups

  • Filter the account search results by account type

  • Create contacts, appointments, tasks, notes, opportunities, and leads for an account

  • Add relationships to other partners

  • Display ERP quotations and sales orders for an account

  • Navigate to more detailed information for quotations and sales orders

  • Add and change marketing attributes for an account

  • Personalize the app by hiding views and table columns, and changing the order in which they are displayed

  • Use the app in offline mode

Account Search

For corporate accounts and account groups, you can enter the first and/or second part of the name (Name 1 and/or Name 2).

For individual accounts, you can enter the first name and/or last name.

For all account types, you can also enter a fragment of a name, or an ID.

As of SAP enhancement package 3 for SAP CRM 7.0, or with lower back-end releases and an SAP HANA database, you can search for names containing your search string anywhere in the name. With lower back-end releases and other databases, you can only search for names starting with your search string.

Technical Features

For some apps, additional technical features are available. Some of these features require additional components or settings in your system landscape.

  • This app contains features based on SAP Jam.

  • This app enables you to upload documents. For security reasons, we strongly recommend that you install a virus scanner in your system landscape. For more information, see Virus Scanning.

Navigation Targets

This app enables users to access other apps directly (for example to display detailed information).

Note

Linked apps have to be already available in your system landscape or you have to implement them along with this app.

My Contacts

My Tasks

My Appointments

My Leads

My Opportunities

As of back-end product version SAP enhancement package 3 for SAP CRM 7.0, you can also access the following apps:

My Quotations (SAP Fiori for SAP ERPSales and Distribution (SD))

Track Sales Orders (SAP Fiori for SAP ERPSales and Distribution (SD))

System Landscape Requirements

In order to be able to run this app in SAP Fiori, cloud edition, your system landscape has to be prepared for and connected to SAP Fiori, cloud edition. For more information, see Introduction.

In addition, you have to ensure, that your back-end system contains the back-end components (such as the OData service) required for this app. In some cases, the back-end components are automatically contained in the back-end product. In other cases, you have to manually install the respective software component delivered with a UI add-on product:

Required Back-End Product (Product Version Stack)

  • SAP enhancement package 4 for SAP CRM 7.0 (02 (05/2016) FP)
  • SAP enhancement package 3 for SAP CRM 7.0 (11 (01/2016))

For more information, see the app implementation document of this app.

Component for Customer Incidents

CRM-FIO-BP