GENERATING SNAPSHOTS OF BUSINESS PARTNER ACTIVITY

Snapshots provide you with powerful, detailed information so that you can effectively work with customers and leads. Microsoft Outlook integration gives you the opportunity to see a snapshot of information about business partners when you synchronize a given contact’s information. When you choose ‘Synchronize This’ from the SAP Business One menu in Microsoft Outlook, you are prompted to create a snapshot of information for that business partner. Snapshots are Excel workbooks that provide detailed information about a given business partner. You can choose from 10 snapshot templates or create your own.

You can select a snapshot and generate it in one step by displaying the contact in Microsoft Outlook and choosing SAP Business One and then choosing Associate with. The Associate with window appears.

On the Snapshot tab, choose a Snapshot Template from the drop-down list. To generate the snapshot, click the option called “Synchronize this”.

The snapshot that you create appears in the General tab of the contact’s record in Microsoft Outlook. Double-click on the snapshot to open it in Microsoft Excel.

The snapshot includes a summary page that is linked to detailed worksheets for all the summarized information. To view more details about service calls in the snapshot, for example, double-click to go to that page of the workbook or simply choose the Service Calls tab at the bottom of the workbook.

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