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Create Target Group from Account and Contact Search (New) ( RELNCRM_7E2_MKT_TGTGROUP )

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Short text

Create Target Group from Account and Contact Search (New)

Use

As of the following releases, you can create a target group for marketing from the search result list for accounts and contacts:

• SAP enhancement package 2 (SP03) for SAP CRM 7.0

• SAP enhancement package 1 (SP08) for SAP CRM 7.0

• SAP CRM 7.0 SP11

• SAP CRM 2007 SP11

You select the accounts or contacts that you want to include in your target group and click Create Target Group. You can then enter the basic data for your target group and save it. This feature enables you to quickly create a target group independently of segmentation and other marketing processes.

Note that if you search for all accounts, the Create Target Groupbutton is not available. This ensures that inconsistent, mixed target groups of individual accounts and corporate accounts cannot be created.

To make the Create Target Group button available to business users, you need to make the Customizing settings described below. Note: The button is only active if the business user has authorization for segmentation.

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

To enable the Create Target Group button for business users, you need to do the following:

• Activate the parameter CREATE_TG_ALLOWED in the parameter profile for roles. You do this in Customizing for Customer Relationship Managementunder UI Framework -> Technical Role Definition -> Define Parameters by entering X or TRUE as the value for the parameter.

• Ensure that the parameter is assigned to the appropriate parameter profile and, via the function profile, to this appropriate business role.

In the standard delivery, the parameter is assigned to the parameter profiles MKT_PRO and SALES_PRO. These parameter profiles are assigned to the business roles Marketing Professional and Sales Professionalvia the function profile PARAMETERS. You can assign this function profile to your own business roles, if it is not yet assigned.

Further Information

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This documentation is copyright by SAP AG.

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