With this Blog I want to highlight a nice little feature in the Area of Account and Contact Management which is part of CRM 7.0 and will be avialable with EHP1:
The “Account Quick-Create”.
In most of the cases users create Activities, Opportunities, etc. not with new but existing Accounts (Customers or Prospects).
However, sometimes there is a call or any kind of contact and the Sales Rep. immediately want’s to capture a Task, an Appointment, an Opportunity or Lead.
However an Opportunity doesn’t makes sense if there is no Prospect assigned and it is also quite difficult to create an Appointment without the related Business Partner.
In the past the user was forced to leave the Opportunity, Activity, etc., just in order to create the related Account.
In this case this could be very annoying if the user has already entered a lot of data but he can’t save this correctly as the Account/Prospect is a mandatory field.
Now the user can create the Account just on the fly without leaving the current context.
From an effort-perspective there is in principle no difference if the user assigns an existing Account or if he creates a new Account (with only few data).
This process starts with the Value-Search for Accounts within the overview of an Appointment, Task, Lead, Opportunity, etc.
Here additional buttons are available to create Accounts (Corporate-, Individual- or Group Accounts) within the popup.
If the user presses one of these buttons the Value-Search-Popup turns into the Quick-Create Popup.
Within the Account Quick Create only some basic data, like name, address- and communication-data can get entered.
In principle it would be sufficient to just enter a name, if there are no other mandatory fields.
Now the user can return to the original object and the new created account is now already related to this object.
As an optional next step the user can also use the Contact Person Quick-Create to create a Contact Person related to the new created Account and the current transaction (Opportunity, Task, Appointment, etc.).
The “Account Quick Create” is an option to enter Opportunities, Tasks, Appointments and other transactions without any real interruption of the process even if the related Account was not yet available in advance. This makes the usage of CRM more flexible
… and hopefully easier as well.
How to use the Account Quick Create is shown in the Video:
SAP CRM 7.0 – ACCOUNT QUICK CREATE