What‘s so easy with SAP CRM 2007 and what‘s (still) not so easy

[gregorw]

First I want to thank you the SAP CRM Product Management team start using the possibilities of the SAP Community Network. I hope that this open communication continues.

What‘s easy

Tables can now be sorted directly Ascending & Descending by clicking and choosing from a List. Also filtering is included here. Hope that this also works for multiple columns.

Interactive Reporting looks great. It seems that Adobe Flex Reporting was used to make transitions smooth. By selecting one entry from the Pie Chart the same entry is highlighted in the table.

When a Contact person Name is entered and Enter is pressed then the Account is found by a reverse search. Would love to see a demo what happens when there are two contacts with the same Name or a contact is assigned to multiple Accounts.

The layout can be changed by a selection in the Personalization:

Would love to see a Demo what tool is used to adjust the skin.

When creating a Appointment it is possible that a Customer Fact Sheet is automatically attached. This is then also synced to the Groupware.

What‘s (still) not so easy

I hope it‘s just because that the demo was made that way. The start date was copied to the  end date. Currently in CRM 5.0 PC-UI the user can press enter and the end date will be adjusted to the start date.

The personalization of shortcuts provides only 3 entries. I hope that can be changed by the customer or via customizing.

Matthias Zeller already mentioned the complexity to remove items from the Home Page in the kyte.tv chat. I completely agree. In SAP CRM 2007 you have to switch to an seperate screen and choose the empty line from a dropdown list:

In iGoogle instead you just click on the X and you‘re done:

The last problem I want to mention is the Template selection. When you click on the Button „With Template“:

A new window is opened:

I think a drop-down list with the Description would provide a better user experience. Also I‘ve noticed that the Template Selection window had to be closed manually after the Word Template was saved and Word was closed:

Also I hope that customizing allows automatic attachments of Templates like it is possible for the Customer Fact Sheet.