Processing Additional Information Related to a Contact Person (SAP Library

Processing Additional Information Related to a Contact Person

To access the functions shown in this table, go to the navigation bar, choose Contact Persons.

In each of the respective tile sets, the Contact Persons tile displays an overview of the contact person for whom you require these functions.

Function	Menu path	What you should know
Create activities related to a contact person	® Activities ®	You can create and update both activities and tasks.
Create services provided to a contact person	® Services ®	You can enter information on services provided. Service data is not exchanged with CRM Online.
Create notes about a contact person	® Notes ®	You can enter business-related notes. See Creating a Note. Notes are not exchanged with CRM Online.
Display an organizational chart	® Organizational Chart	You can display the hierarchy of the department in which the contact person works. This hierarchy lists all contact persons for each departmental level. See also Business Partner Department Hierarchy
Display opportunities involving a contact person	® Opportunities ®
Display campaigns or trade promotions involving a contact person	® Campaign/Trade Promotion
Attach existing files to a contact person	® Attachments ®	You can attach files such as Microsoft Office, picture, audio, and video files. Attached files are stored in your local database. You can display a preview of an attachment on the Preview tile. See Linking an Attachment. Attachments are not exchanged with CRM Online.
Assign sales areas to a contact person	® Sales Area Data ®