Topic overview
The ERP system contains a large amount of data regarding the relationship between a given company and its partners. Most applications focus on a specific aspect of the whole relationship. As a result, a lot of information is apportioned among multiple applications, which, in turn, are allocated to several different frameworks. The customer dashboard allows you to compile and list partner information from different panes quickly and easily. You can decide yourself which data is displayed, depending on what information is most relevant to you.
Since the user interface of the application is customizable, you can freely adjust it according to your own preferences. For more information on the customizable interface, refer to the Customizable user interface documentation.
Definitions of terms
Customers – Customers are partners who buy the company’s goods or services.
Partners – A partner is a natural person or an organization. A partner can be in a relationship (partner relationship) with its home company (i.e., the client company of the OLTP database currently being used) and also with other partners. One partner can thus appear in different partner roles and in different business processes (partner usages).
Application description
The Customer dashboard is an application that displays various information about customers. Since different information is relevant to different users, both the layout and the scope of the information displayed can be customized according to the individual users‘ needs. The user can freely rearrange information of their choice from the business objects Partner, Customer, and Partner marketing information.
The application serves to provide an information overview. The data displayed cannot be changed directly in the application. This way, all the data important to you, such as name, address, phone number, fax number, or open invoices, is at your disposal at a glance.
When you open the application, it displays the view of the Customer dashboard that you or the administrator defined as default in the design mode. In the design mode, you can create additional views and change existing ones if you are authorized accordingly. The interface elements you add in the application’s design mode can be extended with apps, which would e.g. allow you have a customer’s site displayed on a map. Simply move new or additional elements from the design mode, tab Attribute, into the application via drag and drop and save the view. For more information on the customizable interface, refer to the Customizable user interface documentation.
The query pane of the application Customer dashboard consists only of the field Partner. Said field is a fixed feature of the application and cannot be removed. After refreshing, you will see all the information you chose to have displayed in this application.
If you want to add new tabs in the application, you can make use of one of the following development objects of the Action type that are supported by the application:
cisag.app.crm.ui.CustomerDashboardTabcisag.app.crm.ui.CustomerDashboardTab1cisag.app.crm.ui.CustomerDashboardTab2cisag.app.crm.ui.CustomerDashboardTab3cisag.app.crm.ui.CustomerDashboardTab4cisag.app.crm.ui.CustomerDashboardTab5
Query pane
- Partner – Enter in this field the partner number of the partner about whom you want to receive an overview.
Work pane
The work pane provides information about the partner you searched for. You can determine yourself which information is displayed about the partner.
Some of the attributes that you can have displayed in the Customer dashboard are described in the below table:
- Name – Displays the name from the customer’s address as specified in the partner base data.
- Street – Displays the street from the customer’s address as specified in the partner base data.
- Postal code – Displays the postal code from the customer’s address as specified in the partner base data.
- City – Displays the city from the customer’s address as specified in the partner base data.
- Customer status – This field displays the partner’s customer status.
- Correspondence language – Displays the customer’s correspondence language as specified in the partner base data.
- Partner search string – This field displays the partner search string.
- Valid from – This field indicates the date on which the partner data version gains validity. This way, you will know, for example, when a partner’s new address will become valid.
- Valid to – This field indicates the date until which the partner data version is valid. This way, you will know, for example, until when a partner’s address is valid.
Customizing
No settings need to be made in the Customizing application for the Customer dashboard application. That may change if you install apps.
Business entities
The following business entities are relevant to the Customer dashboard application. They are used, for example, to assign authorizations:
cisag.app.sales.obj.Customercisag.app.general.obj.Partnercisag.app.purchasing.obj.Suppliercisag.app.financials.obj.PartnerAccountingDatacisag.app.crm.obj.PartnerMarketingInfocisag.app.general.obj.AddressData
Authorizations
Authorizations can be granted by means of authorization roles as well as by assigning an organization. The authorization concept is described in the technical Authorizations documentation.
Special capabilities
The Customer dashboard application has no special capabilities.
Organizational assignments
Organizational structures serve to control which data is to be visible, usable, or editable. For this purpose, the Content-based authorizations function must be activated in the Customizing application.
To ensure that a person can see the Customer dashboard application in the user menu and can open it, the user must be assigned to an organization that is connected to one of the following organizational structures:
- Sales
Special features
The Customer dashboard application has no special features.
Authorizations for business partners
The Customer dashboard application is not released for business partners.