Background documentationPersonalizing the User Interface

 

Most of the functions to personalize the user interface of SAP CRM are conveniently accessible on the central personalization page. You can start the central personalization page by clicking Personalize in the header area of SAP CRM.

General User Information

Under this heading, you can enter your personal data and your communication data. You can see organizational information, such as the business role with which you are logged on to SAP CRM. Additionally, you can change your current password.

General Settings

In this section, you can enter general settings, such as date format or time format.

Enabling the Screen Reader Mode

You can enable the screen reader mode for visually impaired users, which becomes effective after you have restarted your browser.

Enabling the UI Configuration

You can enable the UI configuration, which means that you can start the view configuration and the fact sheet configuration directly from the WebClient UI.

Groupware Integration

Under this heading, you can define the settings for the groupware integration in SAP CRM.

Layout Settings

You can choose between different skins, and the text size on the user interface. In the performance settings, you can enable the fast performance mode and disable the suggestion of entries in input helps, for performance reasons or to delete saved entries.

Enabling the Fast Performance Mode

You can waive some functions and visual effects, in favor of better performance. Here you can enable fast performance with fewer UI features. If you select this checkbox, the following functions are not available:

  • Highlighting of UI elements

    If you place the mouse pointer over an element, it is not highlighted; for example an entry in the navigation bar, a colored entry in a table, or an underscore under a hyperlink.

  • Drag and drop in tables, on home pages, work center pages, and overview pages.

    You cannot use drag and drop to change the column width of tables, or the sequence of columns.

  • Fixed header row in tables

    You cannot fix the column header at the top of the table when you use the vertical scrollbar in tables.

  • Exact sizing of tables with vertical scrollbar

    The table size cannot be exactly determined, which means that table rows can be cut off.

Disabling the Input Help

You can disable the suggestion of entries in input helps for performance reasons. If you disable this function, all entries saved for the current user are deleted. To make this checkbox available in the performance settings, you must have performed the necessary settings in Customizing for Customer Relationship Management.

Navigation Bar Settings

You can choose which logical links in which direct link groups, such as Create, are to be displayed in the navigation bar of your business role.

Which direct link groups and logical links are available in your business role depends on Customizing. You define direct link groups and the corresponding logical links in Customizing for Customer Relationship Management under Start of the navigation path UI Framework Next navigation step Technical Role Definition Next navigation step Define Navigation Bar Profile End of the navigation path.

Defining Recent Items

You can use the recent items to navigate to the items that you have visited most recently in your business role.

To display the Recent Items block in the navigation bar of your business role, and to define the number of links to be displayed in the personalization, you must have performed the necessary Customizing settings at business role level beforehand.

Shortcuts

In this section, you can define your personal keyboard shortcuts. You can define keyboard shortcuts for focus setting and for navigation.

Favorites

You can use the favorites to add application links, Web links, and widgets to the home page of your business role. To make these links available on the central personalization page of SAP CRM, you must have performed the necessary Customizing settings at business role level beforehand.

Feed

In this section, you can copy the feed URL and subscribe to this feed in your feed reader. To make the feed settings available on the central personalization page of SAP CRM, you have performed the necessary Customizing at business role level beforehand.