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Function Menu and Submenus

 

The application menu bar is located at the top of the application window. It gives you direct access to basic commands within the application. You use the application menu for performing activities that are common throughout the application, such as saving business data, printing reports, and setting user preferences.

Features

The application menu contains the following options and submenus:

  • Data – This menu option provides functions for creating and managing your business data, as well as exiting the application. The functions available in the submenu are:

    • New – Creates new business objects

    • Save – Saves your business data

    • Restore All – Restores all application data to its status as of the last save operation

    • Delete – Deletes the business data you select to be removed

    • Refresh All – Updates the local display of business data in a workgroup setting

    • Print – Prints the selected report, if you have defined reports in the system

    • Exit – Exits the application

  • Edit – The Edit menu offers options for editing text you have entered. It provides the following context-sensitive functions:

    • Cut – Removes selected content to the application clipboard

    • Copy – Copies selected content to the application clipboard

    • Paste – Pastes selected content from the application clipboard

    • Blank – Clears the content in a choice field, such as a field that has a dropdown list

    • Edit Hyperlink – Edits a hyperlink

  • Tile Set – This menu option displays a list of business components from which you can quickly navigate to individual tile sets. The submenus include a list of the available tile sets for each business component. For more information about tile sets, see Tile Set.

  • Navigate – Enables you to systematically navigate through tile sets or through search results. For more information, see Navigating: More Options.

    • Back – Takes you to the previous tile set in the application history

    • Forward – Takes you to the next tile set you accessed in the application history

    • First – Moves the cursor to the first entry in a data set

    • Previous – Moves the cursor to the previous entry in a data set

    • Next – Moves the cursor to the next entry in a data set

    • Last – Moves the cursor to the last entry in a data set

  • Favorites – This menu option gives you quick access to business data you regularly use. Your favorites are added to the submenu.

    • Add to Favorites – Adds the selected tile set to the list of favorites. For more information, see Maintaining Favorites.

    • Organize Favorites – Manages favorites through the Organize Favorites dialog box. For more information, see Maintaining Favorites.

  • Tools – This menu option allows you to synchronize your data with your company’s central server, as well as to set user preferences. The submenu options include:

    • Synchronize with Server... – Synchronizes your laptop with your company’s central server

    • Options for Server Synchronization... – Sets options for server synchronization with the company server

    • Synchronize with Mail Client... – Synchronizes your laptop with the mail client to update the inbox. For more information, see Inbox.

    • Options for Synchronization... – Sets options for mail client synchronization

    • Connect to Mobile Application Studio – Opens the Mobile Application Studio so you or your system administrator can model aspects of the user interface, including the placement of application controls and the business logic. For more information on the Mobile Application Studio, see SAP CRM Mobile Application Studio.

    • General Options – Allows you to set user preferences through the General Options dialog box

    • History/Favorites Options – Allows you to make settings for the application history and user favorites features. For more information, see History and Favorites Options.

    • Restore Defaults – Restores all personalized settings to their default values

  • Window – This menu option manages the display of the application and provides information on error messages. It contains the following submenu options:

    • Full screen – Toggles to display the application in full screen mode

    • Show/Hide Navigation Bar – Toggles to show or hide the application navigation bar

    • Error.. – Opens the Errors dialog box. See also Error Messages.

  • Help – This menu option provides access to help documentation. The submenu offers these options:

    • Application Help – Provides you with access to the application help

    • Tile Set Help – Provides you with accesses to the help for the tile set

    • About.. – Displays information about the application version

Activities

To view menu options, position your cursor on the menu name and select the menu option. The system displays a submenu of available functions that you can select. Menu items with an arrow sign at the right have submenus, which you can view by positioning your cursor over a selected menu item. Corresponding shortcut keystrokes are also displayed next to the menu items. For more information on shortcut keystrokes, see Shortcut Keystrokes.

The system highlights only those menu items that are available to the user at that time. Menu items for functions that are not immediately available to the user are shown in faded text against the menu background.

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