CRM_ERMS_MAILFORMS - Maintain E-Mail Forms for ERMS


SAP Transaction Code - Details

  • Transaction Code: CRM_ERMS_MAILFORMS

    Description: Maintain E-Mail Forms for ERMS

    Release: S/4HANA and ECC 6

  • Show technical details Hide technical details
    • Program: CRM_ERMS_MAILFORMS

      Screen: 1000

      Authorization Object:

    • Development Package: CRM_ERMS_EMAILCLIENT

      Package Description: CRM_ERMS_EMAILCLIENT

      Parent Package: CRM_ERMS

    • Module/Component: CRM-IC-CHA-EMA

      Description: E-Mail Integration


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  • SAP Tcode: CRM_ERMS_MAILFORMS - Maintain E-Mail Forms for ERMS
    
    Overview: 
    CRM_ERMS_MAILFORMS is a SAP transaction code used to maintain e-mail forms for ERMS (Electronic Records Management System). It allows users to create, edit, and delete e-mail forms for ERMS. 
    
    Functionality: 
    CRM_ERMS_MAILFORMS provides users with the ability to create, edit, and delete e-mail forms for ERMS. It also allows users to view the contents of existing e-mail forms and to assign them to specific users or groups. Additionally, it provides users with the ability to set up automatic notifications when an e-mail form is created or modified. 
    
    Step-by-step How to Use: 
    1. To access CRM_ERMS_MAILFORMS, enter the transaction code in the command field of the SAP GUI. 
    2. The initial screen will display a list of existing e-mail forms. 
    3. To create a new e-mail form, click on the “Create” button at the top of the screen. 
    4. Enter the required information in the fields provided and click “Save” when finished. 
    5. To edit an existing e-mail form, select it from the list and click on the “Edit” button at the top of the screen. 
    6. Make any necessary changes and click “Save” when finished. 
    7. To delete an existing e-mail form, select it from the list and click on the “Delete” button at the top of the screen. 
    8. Confirm that you want to delete the e-mail form by clicking “Yes” in the confirmation window that appears. 
    9. To assign an e-mail form to a user or group, select it from the list and click on the “Assign” button at the top of the screen. 
    10. Select a user or group from the list and click “Save” when finished. 
    11. To set up automatic notifications for an e-mail form, select it from the list and click on the “Notifications” button at the top of the screen. 
    12. Select which events should trigger a notification (e.g., when an e-mail form is created or modified) and click “Save” when finished. 
    
    Other Recommendations: 
    It is recommended that users familiarize themselves with all of CRM_ERMS_MAILFORMS' features before using it in order to ensure that they are able to use it effectively and efficiently. Additionally, users should ensure that they have sufficient access rights before attempting to use CRM_ERMS_MAILFORMS as some features may be restricted depending on their user role or group membership.
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