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Function documentationBusiness Information

 

As of version 10.30 of the client groupware integration component, you can display related information in Microsoft Outlook appointments and tasks, in a separate pane. The pane is displayed on the right-hand side of the appointment/task and is read-only.

The information displayed in the pane is updated when data is synchronized in either direction.

Prerequisites

You are using Microsoft Outlook 2007 or 2010.

Features

The following sections can be displayed in the business information pane:

  • Account

  • Account Address

  • Contact Person

  • Attendees

  • Reference Transaction

    Only transactions of the type Activity, Campaign, or Opportunity are displayed.

As an administrator, you can determine which of the above types of information appear in the pane, and precisely which data is displayed. You do this in Customizing for Customer Relationship Management, under Start of the navigation path CRM Middleware and Related Components Next navigation step Client-Based Groupware Integration Next navigation step Settings for Client-based Synchronization End of the navigation path.

For more information, see the documentation for the above Customizing activity.

In the business information pane, all phones numbers have the following format:

+ <Country Calling Code> (<Phone Number>) <Extension> (for example, +1 (3474080) 233)

The country calling code is defined in Customizing for Customer Relationship Management, under Start of the navigation path SAP NetWeaver Next navigation step General Settings Next navigation step Set Countries Next navigation step Define Country Codes End of the navigation path (field Tel. to).

If a leading zero for the country is defined as a deletable digit in this Customizing activity (field Digit del.), it is not synchronized to the groupware client.