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