Hierarchy

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IMG Activity
ID | PAOC_EIC_042 | Define Profiles for Interaction Center Toolbars |
Transaction Code | S_AEN_10000637 | (empty) |
Created on | 20050317 | |
Customizing Attributes | PAOC_EIC_OPT | Employee Interaction Center (EIC): Optional Activity |
Customizing Activity | PAOC_EIC_042 | Define Profiles for Interaction Center Toolbars |
Document
Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
Document Name | CRM_IC_011 |
Use
In this Customizing activity, you define toolbar profiles that include buttons from the following generic and channel layouts:
- Generic
A layout that includes buttons that apply to all communication channels, such as Accept and Reject.
- Telephony
- Chat
- Action item
The buttons for the channel layouts are only available to users when they are using this particular communication channel.
Each toolbar profile you create can have different toolbar layouts. For each toolbar layout, you can make the following settings:
- Define the buttons that are available
- Define a dynamic toolbar
You can define which buttons are available to the user depending on the status of the user'sinteraction with the contact and the connection to the communication management software (CMS).
- Define the order in which the buttons appear
You can assign only one toolbar profile to a business role.
Note: For SAP Customer Relationship Management (SAP CRM) business roles enabled for integration with CMS, you can only use the telephony layout. For interaction center (IC) business roles, you can use all channel layouts.
Requirements
If you want to add customer-defined toolbar buttons or icons, you have made the required settings in the Customizing activity Define Toolbar Buttons.
Standard settings
Activities
- Create a toolbar profile by copying an existing one.
- Define the layouts that you want to include in the toolbar profile by selecting the corresponding checkboxes.
For example, if you want to include the toolbar buttons for the e-mail channel in the toolbar profile, select the E-Mail checkbox.
- Define whether the toolbar is dynamic or not. For more information, see Dynamic Toolbar.
- Select the corresponding layout buttons node to define the buttons that you want to be available. You can make the following settings:
- Add and remove button IDs
- Define button positions
- Define whether you want to display the buttons with text, icons, or both
- If you have selected the Dynamic Toolbar checkbox, you have to define the buttons that you want to be available depending on the status of the user's interaction with the contact and the connection to the CMS.
For more information, see Toolbar Button Visibility.
- Assign the toolbar profile to a business role using the Customizing activity Define Business Role.
Business Attributes
ASAP Roadmap ID | 204 | Establish Functions and Processes |
Mandatory / Optional | 2 | Optional activity |
Critical / Non-Critical | 2 | Non-critical |
Country-Dependency | A | Valid for all countries |
Maintenance Objects
Maintenance object type | C | Customizing Object |
Assigned objects | ||||||
---|---|---|---|---|---|---|
Customizing Object | Object Type | Transaction Code | Sub-object | Do not Summarize | Skip Subset Dialog Box | Description for multiple selections |
CRMV_IC_WSB_VC | C - View cluster | CRMC_IC_TLBPROF |
History
Last changed by/on | SAP | 20050422 |
SAP Release Created in | 600 |