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Oracle Customers Online User Guide
Release 12.1
Part Number E13574-04
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Oracle Customers Online User Guide

Contents

Title and Copyright Information

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Preface

Overview

Introduction to Oracle Customers Online

Home

Home Overview
Home Page

Customers

Introduction to Customers
Major Features for Customers
Single Source of Truth Data
Introduction to Contacts
Searching for Organizations or Persons
      Creating Organizations or Persons
      Preventing Duplicate Organizations, Persons, or Contacts
      Marking Duplicate Organizations or Persons
Overview
Profile
Profile History
Classifications
      Assigning Classifications
Addresses
      Creating and Updating Addresses
Contact Points
Contact Relationships
      Creating Contact Relationships
Other Relationships
      Creating Relationships
      Updating Relationships
Visualizing Relationships
Accounts
      Creating Accounts
      Viewing and Updating Accounts
      Creating and Updating Account Sites
Transactions
Notes
Tasks
Source Systems
Hierarchies Overview
Creating Hierarchies
Viewing and Updating Hierarchies
      Copying Hierarchies
      Adding Children in Hierarchies
      Updating Relationships in Hierarchies
      Moving Parties in Hierarchies

Import

Import Overview
File Loads Overview
Loading New Files
      Defining File Loads
      Providing Mappings
Reviewing File Load Details
Resolving File Load Errors
      Correcting Errors by Attribute
      Correcting Errors by Party Record
      Correcting Errors Offline
      Reloading Offline Corrected Records

Reports

Overview of Reports
Organization Enrichment Trend
Data Completeness
      Viewing Data Completeness Reports
      Managing Data Completeness Reports
Organizations by Industry
Customer Growth
Organizations by Country
Persons by Country
Organizations by State/Province
Persons by State/Province
Duplicate Organizations
Duplicate Persons

Index