Show TOC

My NotesLocate this document in the navigation structure

With the transactional app My Notes you can record texts as personal notes. If a note contains important information that you want to share with others, you can forward the note as an e-mail or make it available to a discussion in SAP Jam. You can create a business-relevant note as a new appointment or include it as a new task in Activity Management or transfer it to an opportunity as a business transaction note.

Key Features
  • Create, change, and delete note texts

    A note contains one or more sections. The system uses the text in the first section as the title of a note. During editing, by choosing Return once, you generate a paragraph in the same section and by choosing Return twice, you generate a new section. You can use the backspace key to combine paragraphs or sections. You can select sections of a note selectively for actions (such as Delete and Create Task). If you do not select any section of a note, the system transfers all sections of a note for an action.

  • Find character strings in note texts

  • Alphabetical or date-related sorting of notes

  • Creation of notes as appointments and tasks in Activity Management

  • Add notes as business transaction notes for existing opportunities

  • Forward notes as an e-mail or to SAP Jam groups

  • Multiple transaction feature for My Appointments and My Tasks is adapted in My Notes

Technical Features

In addition, this app supports the following technical features and options. Some of these features require additional components or settings in your system landscape:

  • This app contains features based on SAP Jam. To use these features SAP Jam has to be integrated in your SAP Fiori system landscape. For more information, see Integrating SAP Jam.

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.

System Landscape Requirements

In order to be able to implement this app, your system landscape has to be enabled for SAP Fiori. One of the requirements for your system landscape is that your back-end product meets the required product version stack:

Required Back-End Product (Product Version Stack)

SAP enhancement package 3 for SAP CRM 7.0 (10 (10/2015))

Note If you want to implement the product on SAP enhancement package 2 for SAP CRM or a lower release, you need to install the software component containing the back-end components of the apps (that is, GBX02CRM 700) separately on your back-end system. This software component is delivered with the product SAP Fiori transactional apps 1.0 for SAP CRM. To install the apps for a lower back-end release, we recommend that you install both the front-end and back-end components with the product SAP Fiori transactional apps 1.0 for SAP CRM.

The front-end components of this app (such as the user interface) are delivered together with the components of other apps as part of this SAP Fiori product:

Front-End Components Delivered with (Product Version Stack)

SAP Fiori 1.0 for SAP CRM ( 08 (10/2015) )

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

Related Apps

From a business perspective, the following apps are related to this app:

Component for Customer Incidents

CRM-FIO-NOT