My Notes

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.

Note that this app version is deprecated. We recommend that you install the app available with the software component UICRM001 100. If you have already implemented the deprecated version, we recommend to switch to the version available with component UICRM001 100.

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

Navigation Targets

The app offers the possibility to directly access other apps to display detailed information, and to edit and create data.

Note Note

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

End of the note.

System Landscape Requirements

The app consists of front-end components (such as the user interfaces) and back-end components (such as the OData service). The back-end and the front-end components are delivered in separate products and have to be installed in a system landscape that is enabled for SAP Fiori.

Product Version Containing Back-End and Front-End Components of the App	SAP Fiori transactional apps 1.0 for SAP CRM SPS 4
Back-End Product Versions (with Minumum Support Package Stack) Supporting the App	SAP CRM 7.0 SPS 6 or higher SAP enhancement package 1 for SAP CRM 7.0 SPS 3 or higher SAP enhancement package 2 for SAP CRM 7.0 SPS 1 or higher
SAP Fiori System Landscape Options	Setup of SAP Fiori System Landscape with ABAP Environment

Related Apps

Component for Customer Messages

CRM-FIO-NOT

More Information

App History: My Notes

App Implementation: My Notes

App Extensibility: My Notes