Employees 
Employees
This component is used to collect information about the field force. This allows easy maintenance and access to employee information.
The Employees component is the base component for the majority of components in the Mobile Sales System or the Mobile Service application. You use employee data to save a new record, such as a business partner, order, quotation, or opportunity in the Mobile Sales System or the Mobile Service application. Employee data is used as the default data when a new record is created.
When a business partner is created, the employee data such as the country is taken as default.
See also:
Setting Up the Employees Component.With CRM Online
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The employee details are maintained in CRM Online. You can only view employee details in the Mobile Sales System or the Mobile Service application.
Record(s) modified in the Employees component are uploaded to the consolidated database (CDB). They are not uploaded to CRM Online. |
With other Mobile Sales components
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To do this |
Use this component |
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Use the logical address defined in the Employees component for the sales document number. During customization, you can customize the Mobile Sales System to automatically generate the sales document number for any new sales document record created. |
Sales Documents |
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Display information of the employee responsible for an opportunity. |
Opportunities |
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Display information of the employee responsible for a business partner. This allows you to manage the relationship with your business partner. Business partners can be customers, consumers, prospects, or competitors. |
Business Partners |
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Display information of the employee responsible for a contact person. |
Contact Persons |
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Display activities for a specific employee. |
Activities |
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Display the employee responsible for a campaign. This enables the field force to plan the execution of the marketing plan. |
Campaigns |
With Mobile Service
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To do this |
Use this component |
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Maintain the calendar details. This includes information on the employee’s working and non-working time. |
Calendar |
With Third Party Tools
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To do this |
Use |
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Send e-mails to selected employees using the Employees component. For example, you may send a common mail to all the employees in a specific sales area. |
Microsoft Outlook 98 |
This is only integrated with Microsoft Outlook 98 and not with any other mail client such as Lotus Notes.
Features
The Employees component allows you to:
This displays the details on the sales organization, distribution channel and division to which an employee is assigned. An employee may be assigned to one or more sales area(s). This component displays the details of each sales area to which an employee is assigned.
Using employee settings, you can customize the Mobile Sales System to display information on the default document type that an employee would typically use.
During customization of Mobile Sales System, if you have set the sales document type as Order then each time you create a sales document, the record defaults to the sales document type Order.
You can view information about the employee’s working and non-working hours.
You may use the search function to retrieve a list of employees to whom you need to send common mails.
You can identify the work area of an employee. In addition, you can view the business partners in a territory.
You can only modify certain details such as First Language, Logical Address, and Default Role for an employee. You cannot create or delete an employee record in the Mobile Sales System.
An employee record can be created, modified, or flagged for deletion only in CRM Online.