Maximize the Functionality of Saved Searches

  • by William R. Pritchett, Senior Business Process Engineer, Dow Corning Corporation
  • John Burton, Director Solution Management, SAP Interaction Center & Social CRM, SAP
  • March 18, 2013
Learn how to create a saved search in the CRM WebClient UI and make it available to a group of users. See how you can transport a predefined saved search from your development system into other environments, and expand the functionality of saved searches to make dynamic parameters. Discover how, with SAP’s new Central Sharing Tool (CST), delivered with SAP CRM 7.0 enhancement package 1, it is even easier to share saved searches and other objects across users, positions, organizations, and business roles.
Key Concept

SAP CRM makes it easy to create a saved search so that users can easily find the information they need. Whether users are searching for contacts, leads, opportunities, campaigns, or other information, they can save their search parameters so that they can quickly find the same records the next time they use SAP CRM. This functionality can be expanded so that standard searches can be made available to a group of users, saving each person the effort of creating the query. In addition, searches can be created in a development environment and promoted to production, and the saved search can be automatically updated so that the parameters are dynamic.

Anyone who is familiar with the CRM WebClient UI understands the importance of effective search capabilities. Before you can view or edit any type of SAP CRM record, you must first perform a search to generate a list of records that meet specific criteria and then drill down into the record you want to view or edit by selecting it from the list. Because users tend to look at the same groups of records on a regular basis, SAP provides the capability to save search parameters so that they can be used for subsequent queries. Users can then go into their list of saved searches to quickly retrieve SAP CRM records they want to review.

Saved Search Basics

Here’s an example of how the saved search functionality works. Suppose a user is responsible for reviewing all opportunity records that have a start date within the previous month. By selecting the Start Date field in the CRM WebClient UI, using the operator is between, and specifying a date range, the system quickly locates the records that match these parameters. Because this is a frequently used search, the user enters the name Opportunities This Month and clicks the Save button to make it a saved search (Figure 1).


Figure 1
Search parameters are entered on the search screen

William R. Pritchett

William (Bill) Pritchett has more than 25 years of IT industry experience and has worked at Dow Corning Corporation for the past 16 years. Over the past eight years he has focused on the company’s CRM systems and processes. His current responsibilities include expanding the capabilities of Dow Corning’s SAP CRM 7.0 system.

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John Burton

John Burton is a director of product management at SAP and is responsible for the SAP CRM Interaction Center (including ERMS) and social CRM topic areas. John has 13 years of experience at SAP and has been involved with SAP CRM and the Interaction Center since 1999. He is also the author of Maximizing Your SAP CRM Interaction Center, available at the SAPinsider Store. John is an alumnus of the University of Michigan and Central Michigan University. John can be found on LinkedIn at www.linkedin.com/in/sapjohnburton.

John will be presenting at the upcoming SAPinsider Customer Engagement & Commerce 2017 conference, March 6-8, 2017, at the Walt Disney World Swan and Dolphin Resort. For information on the event, click here.

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