FunctionContent Management in the Business Transaction

 

Using CRM Content Management you can link documents, for example Microsoft Excel files or Microsoft Word files, with business transactions, and send them to business partners over various channels (for example, e-mail or fax).

The various functions of Content Management are available to you in the business transaction at header and item level.

You can use Content Management in CRM Enterprise and in the Interaction Center.

Integration

Content Management is a function of the SAP Web Application Server, which is used in SAP CRM in various areas, for example for business partner data and product master data. To link with the business transaction, it was adjusted accordingly.

Features

You can use the following Content Management functions in the business transaction:

  • Create, change, copy and delete documents

  • Store documents in folders

  • Import documents from a local PC

  • Export documents to your PC

  • Reference documents that are linked to other transactions

  • Include URLs in the structure

  • Create and change folder structures

    Note Note

    This function does not exist for the IC WebClient.

    End of the note.

  • Use the SAP ArchiveLink

  • Version Management

  • Search for existing documents

  • Exchange Content Management documents with CRM Mobile

    Note Note

    In the standard system, not all documents are transferred automatically to the mobile client. In Customizing, you must first define a filter profile that you can use to specify which documents are transferred to the mobile client, for which business objects. For filter profile settings, see Customizing for Customer Relationship Management, under   Basic Functions   Content Management   Define Filter Profile for Document Exchange   and Assignment of Filter Profile to a Business Object Type.

    End of the note.
Special Features in the SAP GUI

Functions for Content Management are on the Documents tab page.

  • Sending documents

    You can send documents that are linked to a business transaction to business partners, for example by e-mail or fax.

    Note Note

    In the background, the system automatically converts documents that are linked to an existing transaction by Generic Object Services, into Content Management documents.

    End of the note.
Special Features in the Interaction Center WebClient

In the Interaction Center, Content Management is provided in the context of Product Information.

Restrictions

When transferring business transactions with linked documents to SAP ERP, Content Management documents are not available.

More Information

For general information about Content Management in CRM, see CRM Content Management.

For technical information about Content Management, see SAP Help Portal at help.sap.com   SAP NetWeaver   SAP Web Application Server   SAP NetWeaver Components   SAP Web Application Server   Basis Services/Communication Interfaces (BC-SRV)   Knowledge Provider (BC-SRV-KPR)   Content Management Service (BC-SRV-KPR)  .