Showing results for 
Search instead for 
Did you mean: 

Two options you should know to improve the handling of Contact Persons

0 Kudos

SAP has created two Notes to describe additional options to improve the handling of Contact Persons in CRM.

Note 1381285 - Prefilling of search attr. in the UI (eg. Contact search)

Currently the Contact Person Search can find Contact Persons working for Companies (Organizations) but also Contact Persons without a Contact Person Relationship. This was always required from several customers. However I guess the 95%-Use Case is that only Contact Persons working for a Company are treaded as Contact Persons and not Persons without such a kind of Relationship. If you want to support this 95%-Use Case a bit better Note 1381285 is relevant.

This Note describes how you can restrict the Contact Person search to only retrieve "real" Contact Persons. This means only Contact Persons with a Contact Person Relationship will get displayed in the Search-Result-List (and in Value-Searches for Contact Persons).

Note 1379134 - Contact search: additional search attribute

If a Customer has activated time-dependency for Contact Person Relationships we can assume also that in most of the cases the User doesnu2019t want to assign a Contact Person to an Activity, Opportunity, etc. if this Contact Person is currently not valid.

This can now be done with additional search attributes for currently valid and invalid Contact Person Relationships described in Note 1379134 and the Prefilling of this Search-Attribute (described in Note 1381285).

Useful Links

[Note 1381285 - Prefilling of search attr. in the UI (eg. Contact search)|]

[Note 1379134 - Contact search: additional search attribute|]

[Note 1117424 - Contact Person-role not created for Contact Persons|]

[Blog: CRM 7.0 - How to distinguish between Contact Persons and Accounts?|;jsessionid=(J2EE3417300)ID1026352750DB01149765970201239544End?blog=/pub/wlg/13833]

[eLearning Video: Quick-Create of Contact Person|]

[eLearning Video: Time-Dependency of Contact Person Relationship|]

Edited by: Arno Meyer on Oct 2, 2009 10:43 AM

Accepted Solutions (0)

Answers (1)

Answers (1)

0 Kudos

I hope this information about the two new notes is helpful for your projects.

Former Member
0 Kudos

Arno, I just watched the elearning video on Quick Create of accounts and contacts.

We are running SAP CRM 7.0 how do I enable this quick create button?

Right now all I can do is search. If the account / contact is not found I have to leave the screen and then come back to it.