This chapter covers the following topics:
The Customer tab contains three subtabs: Organization, Contact, and Person. By default, the Customer tab opens to the Organization window. Click the Contact subtab to open the Contact window, or the Persons subtab to open the Persons window. A person may be a contact for an organization and an Organization may have one or more contacts.
Note: There is Flexfield support for customers. If Flexfield functionality has been implemented for an organization or contact, the Flexfield name, field, and Flexfield button will display.
Note: Oracle Sales Offline does not support the Data Quality Management (DQM) feature for Organizations, Persons, or Contacts.
You can edit information for an existing Organization, Contact or Person by clicking on the Organization Name, Relationship link or Person Name. To specify a new Organization, Contact or Person click Create.
Selecting an Existing Organization or Person Record
When creating a Lead or Opportunity, in the Create Lead or Create Opportunity window choose an existing Organization or Person record by selecting the Organization or Person radio button. Click Go to list the organization name or the person's name and address in the search results.
Enter a customer name or search for a customer. Enter the customer name in the customer field, or enter part of a customer name and click Go. Select a customer from the list of customers that displays or search for another customer.
Select an address by clicking Add or Change next to the address field. A list of customer addresses displays in the Select an Address window. Click the radio button next to the address and click Select.
Creating a new record
When creating a Lead or Opportunity, create a new Organization or Person by selecting the Organization or Person radio button. Click Create Customer to create a customer.
Note: Quotes may only be created for existing Organizations.
When you use Oracle Sales Offline in conjunction with Oracle Sales, a mobile user must create the Person record first and then add Contact relationship information in order to create the Contact relationship record.
After a successful sync, online users may access these newly created Contacts by drilling into the contacts information from Oracle Sales. None of the Person information added or edited within Oracle Sales Offline will be exposed in Oracle Sales. Only these Persons related to an active Organization (for example, Contacts) will be accessible in Oracle Sales.