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Key Concept

The GOTO Menu on Overview page is a new functionality which is available in CRM 7.0 EPH1.  But by applying the below configuration steps we can get the GOTO menu in CRM 7.0.Bullet 1

Steps

On overview pages of Accounts/Leads/Opportunities etc, one can now navigate directly to an assignment block using the scroll bars available. But if the User wants to navigate once again back to top they have use the scroll bar.

If the user wants to navigate directly to an assignment block by a single click this feature is not available in CRM 7.0.  This feature is available from SAP CRM 7.0 EPH1.

To Implement the GOTO Menu functionality in SAP CRM 7.0 the below steps can be used customize via the parameter GOTO_ENABLED which has to be set to TRUE. Assigning this parameter to a parameter profile which then is assigned via the function profile PARAMETER to the business role will enable this feature. The Feature is Business Role dependent.

  1. For this functionality to be implemented in SAP CRM 7.0 the note 1554307  “Goto Menu on Overview Pages” need to implemented first.
  2. There are some manual steps which need to implemented first before implementing the correction from the SAP Note.
  3. Once the Note is implemented we need to create a parameter “GOTO_ENABLED” using the below path

 Img -> CRM -> UI Framework -> Technical Role Definiton -> Define Parameters

After the selecting the IMG menu select “Parameter definition” and click on new button to define the new Parameter “GOTO_ENABLED”

Once the Parameter Definition “GOTO_ENABLED” is defined, we need to define a new Parameter Profile with Parameter Value “GOTO_ENABLED = TRUE”.

Select “Profile Definition” and click on new entries where we need to give a name to “Profile” and “Description”.

 

Select the Profile created and select Parameter Assignment and give the Parameter name and values as per the below screen shot.

 

Once the above configuration is done we need to assign the above parameter profile to the Business Role using the Function Profile “PARAMETERS”.

 

 

After the above configuration in SAP CRM 7.0 we can see the GOTO menu on the overview page.

 

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4 Comments

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  1. Anu C
    hi vinod,
    As mention,that there is a pre requisite for this note, which involves a change in text elements, of standard class CL_THTMLB_UTIL.

    for which the system is asking for access key,do we need to get a seperate access key for this?

    (0) 
    1. Vinod Reddy Post author
      For any changes to the standard object it will ask for Access key, you need to register the object in Service.Sap.com using your user id of SAP.

      (0) 

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