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Setting Up Your Company Profile and Global Defaults

Both company information and global defaults are set through the Company Profile page.

Company Information. You can enter or edit your company name, addresses for shipping and billing, phone number, and primary contact. If you signed up for a trial period, some information about your company is carried over from your sign-up data.

Global Defaults. You can define your company-wide defaults, which users can override.

CAUTION: The company administrator can change the Country setting. If you change the Country setting, notify Customer Care so that it can take the necessary steps to update your Time Zone setting, as well as your reports and dashboards. Language, Currency, and Time Zone can only be changed by contacting Customer Care.

Before you begin. To understand the effect of these settings, read About Profile Settings for Users.

To perform this procedure, your role must include the Administer Company Profile privilege.

To edit your company profile

  1. In the upper right corner of any page, click the Admin global link.
  2. In the Company Administration section, click the Company Administration link.
  3. In the Company Profile section, click the Company Profile link.
  4. On the Company Profile page, click the Edit button (or use inline edit) and make changes.
  5. Save the record.

    This table describes some of the fields that appear.

    Field

    Description

    Company Key Information

    Company Sign In ID

    A unique identifier for your company. When creating new users this is the first portion of the User Sign In Id (Company Sign In ID/User ID) for the user.

    Primary Contact

    Defaults to ADMIN or the alias of the first user from your company who signs in, but can be changed to any user. Product update and other important information are sent to the primary contact.

    To cover situation when the primary contact is not available, you can enter a distribution list as the email address for the primary contact so that more than one person is notified of system failures and other important information. You can do this in either of two ways:

    • You can enter an existing distribution list as the email address on the user record for the primary contact. However, you must remember that if the primary contact does something in the system that sends an automated email to his or her email address, the entire distribution list receives that notification.
    • You can create a new "dummy" user. You could name this user something like "DistributionList", and then enter the distribution list as the email address on the user record for the dummy user. In this case, you are committing one of your licenses just for this task.

    NOTE: You cannot make the user specified as your primary contact inactive. Instead, you must select another user for the primary contact before you can change the original primary contact’s status to Inactive.

    Company Settings

    Default Language

    The language used as the default for your users. You can activate additional languages so that users can change the setting for their own use. For information on how to add languages, see Activating Languages.

    To update this field, contact Customer Care.

    Default Locale

    The regional settings used as a default for your users. Users can change the setting for their own use at any time from the User Profile page. These settings determine the formatting for dates, time, currency, numbers, and phone numbers.

    Default Currency

    The currency used as a default for your users. You can activate additional currencies so that users can change the setting for their own use (see Managing Currencies). However, the currency set here determines the default currency used for forecasts, which are company-wide.

    To update this field, contact Customer Care.

    Default Time Zone

    Default time zone for your company.

    Some functions, such as forecast generation, use the time zone of the hosting facility instead of this default time zone. Contact Customer Care to find out this time zone. Users in other regions can choose to use their local time zone, which is set on the User Profile page.

    To update this field, contact Customer Care.

    Record Preview Mode

    The default record preview mode for your company. You can enable the record preview functionality, and specify how the preview window opens. Depending on the setting that you select in this field, a preview window opens when users rest their pointer on a link to a record, or when they click a preview icon that appears when they rest their pointer on a link to a record.

    The preview window shows the first section of the Detail page of the record. You also have the option of disabling the record preview functionality by selecting Off in this field. By default, this field is set to Click on Preview Icon when Oracle CRM On Demand is first set up for a new company.

    Users can override the company default setting by specifying a different record preview mode in their Personal Detail page.

    Inline Edit Enabled

    Enables or disables the inline editing feature.

    When inline editing is enabled, users can edit fields directly on List pages and on Detail pages (that is, without opening the Edit page for the record).

    Inline editing is supported in record List pages, record Detail pages, and in many linked records on main record Detail pages.

    Note that the following types of fields in linked records cannot be edited from the Detail page of the main record:

    • Fields that are not shown in the Detail page of the linked record itself
    • Calculated fields, for example, Full Name
    • Fields that are read-only on the Edit page of the linked record

      Also, in cases where the same linked record can show up under multiple main records, the fields that are part of the relationship can be edited. However, the fields that belong to the linked record itself cannot be edited. For example in the Account Team related list on an account record, the Team Role field can be edited, because the field is part of the relationship between the account and the team member. However, the Last Name and First Name fields cannot be edited, because they belong to the user record (of the team member).

    Message Center Enabled

    Controls whether:

    • The Message Center appears in the Action bar.
    • The Notes icon and list of notes is available in Record detail pages.
    • Users can use the Message Center widget.

    Record Type Auditable Fields

    The maximum number of fields that you can audit for each object, which is shown as a read-only field. The default number is 35, but company administrators can change this value.

    NOTE: With each additional field audited, another record must be created in the database when that field is changed. When you audit too many fields at once, it can impact performance when saving the audited record.

    Audit Expiry (Days)

    The age, in days, of field audit records before they are purged. Company administrators can set this value to a value between 1 and 90 days. To view the value set for your company, go to the Company Security Settings section on the Company Profile page. Note that a value of zero (0) indicates that no field audit records are being purged. Only Oracle CRM On Demand Customer Care can set a value of 0. Company administrators must have the Administer Field Audit privilege to change this setting.

    Related Information Format

    Select the default format for related information sections on the record Detail pages.

    The related information sections can appear as lists or as tabs that users can click to view the lists. You can also set a default setting for the Related Information Format option for each role. Users whose role has the Personalize Related Information Display Format privilege can also set the Related Information Format option in their personal profile. If the Related Information Format option in a user's personal profile is blank, then the default setting for the user's role is used. If the Related Information Format option on the user's role is blank, then the default setting for the company is used.

    Global Search Method

    Select which search method you want to make available to your users in the Search section in the Action bar and in the Lookup windows:

    • Targeted Search. A targeted search searches specified fields to find matches. In a targeted search, users can enter values in several fields. The search returns only those records where a match is found for each of the values the user entered. The search layouts that are assigned to user roles for the record types determine which fields users can search. Targeted search is enabled by default in Oracle CRM On Demand. For more information about targeted search, see About Targeted Search.
    • Keyword Search. A keyword search searches default fields that are specific to each record type. In a keyword search, users enter a text string in a single text box. The search returns all records where the text string the user entered is found in any of the searched fields. For more information about keyword search, see About Keyword Search.

    Fiscal Year Start Month

    This field displays the month in which your fiscal calendar begins.

    This field is initially set when your company is created and cannot be changed by the company administrator.

    This setting affects reports that measure revenue against your fiscal year.

    To update this field, contact Customer Care.

    Fiscal Year Start Date

    This field displays the date within the specified month in which your fiscal year begins.

    This field is initially set when your company is created and cannot be changed by the company administrator.

    This setting affects reports that measure revenue against your fiscal year.

    To update this field, contact Customer Care.

    Fiscal Calendar Type

    This field displays the type of fiscal year calendar you use. You can select from the following values: Calendar Quarters, 4-4-5, 5-4-4, Custom Fiscal Calendar. This setting affects time-based analyses, business plans, and forecasts. The company administrator cannot change this field.

    To update this field, contact Customer Care.

    Product Probability Averaging Enabled

    Determines how the opportunity probability is updated when the user clicks the Update Opportunity Totals button:

    • If selected, the opportunity probability is calculated based on the weighted average of probability for each of the linked products:

      Opportunity Probability = SUM(Product Expected Revenue)/SUM(Product Revenue)

    • If deselected, the probability is not updated as part of the action.

      NOTE: The Update Opportunity Totals button is located on the Opportunity Detail page, in the title bar in the Products related information section.

    Enable Save & Add Product

    If this setting is selected and a user creates a new Opportunity record, the Save & Add Product button is displayed in the Opportunity page header instead of the Save button. If this setting is deselected and a user creates a new Opportunity record, the Save & Add Product button is not displayed in the Opportunity page header, only the Save button is available.

    Enable Opportunity Revenue Split

    Select this option to enable the splitting of opportunity revenue among team members.

    When this check box is selected, the Refresh Totals and Spread Split buttons are displayed on the Opportunity Team Edit Users page, allowing revenue to be split among team members. The Opportunity Revenue Forecast and My Opportunities page display opportunities where the user is a Team Member with a greater than 0 split revenue.

    When this check box is deselected, the Refresh Totals and Spread Split buttons are not displayed on the Opportunity Team Edit Users page. The Opportunity Revenue Forecast and My Opportunities page display opportunities where the user is an Opportunity Owner.

    Head-up Display

    If the head-up display functionality is enabled, links to the related information sections of the page (such as linked records sections) are available in the head-up display at the bottom of your browser window. Users can also remove the head-up display completely from Detail pages, by turning off the functionality in their personal profiles. For more information on the Head-up Display, see Oracle CRM On Demand Page-by-Page Overview.

    NOTE: The head-up display functionality can be turned on or off at company level, and by each individual user. A user's personal setting overrides the company setting. The colors in the head-up display are determined by the theme you are using. For more information about choosing a theme, see Setting Your Theme.

    Enable Shared Addresses

    Select this option to turn on sharing of the top-level address records in account, contact, dealer, and partner records. If this option is deselected, then only unshared address functionality is available in account, contact, dealer, and partner records. For more information on shared addresses, see Addresses.

    NOTE: If shared addresses are turned on, then review the information in Considerations When Turning Off Shared Addresses and complete the procedure in Updating User Access and the Manage Addresses Privilege Before Turning Off Shared Addresses before you turn off shared addresses. Shared addresses are not compatible with prepackaged Oracle product integrations such as an Oracle Process Integration Pack (PIP). If you are using a PIP, such as Oracle Lead to Order Integration Pack for Oracle CRM On Demand and Oracle E-Business Suite PIP, do not select the Enable Shared Addresses setting.

    Validate Shared Addresses

    Select this option to validate shared addresses in a company. If this option is selected, then users can select shared addresses to add to the account, contact, dealer, or partner records. Nonvalidated addresses are filtered from account, contact, dealer and partner records, and the New address button is disabled in these records.

    If Validate Shared Addresses is deselected, then all addresses are available on account, contact, dealer or partner records (that is, no filtering takes place and the New address button is enabled in these records for users with the necessary privileges).

    For more information on validating addresses, see Marking Shared Addresses as Validated.

    Order Usage

    Select how users work with orders and order items in Oracle CRM On Demand.

    If you select the CRM On Demand Order Management value, then users can use order management in Oracle CRM On Demand Life Sciences Edition.

    If you select the Ebiz PIP Integration value, then users can use the Oracle Lead to Order Integration Pack for Oracle CRM On Demand and Oracle E-Business Suite integration solution.

    Users require the Enable Order Access privilege in their role to use the order functionality for either of these purposes.

    Company Theme Setting

    Theme Name

    The theme determines the look-and-feel of Oracle CRM On Demand. When Oracle CRM On Demand is first set up for a new company, the default theme is Oracle. To change the theme, click the Theme Name list, and then select the theme that you want for the company. Users can also override this setting when they edit their personal preferences.

    Themes have no effect on how Oracle CRM On Demand behaves. Company administrators can create custom themes in Oracle CRM On Demand. Contact your company administrator if you want to submit your own themes to use in Oracle CRM On Demand.

    Company Data Visibility Settings

    Manager Visibility Enabled

    Select this option to allow managers to see the records of the users who report to them directly or indirectly. A user's manager is specified in either the Reports To field or the Reports To (Alias) field on the User Detail page, depending on which of these fields is displayed on the page.

    Enable Parent Team Inheritance

    Select this option to enable Opportunity and Contact teams to inherit Account team members. When enabled, any new team member added to the Account team will be also be added to every account-related Contact and Opportunity team.

    Default Group Assignment

    Select this option to allow group members to share ownership of accounts, activities, contacts, households, opportunities, and portfolios. For more information, see Group Management.

    Enable Books

    Controls whether the Book selector displays custom books. If this check box is not enabled, the Book selector displays only user books and books for delegates, if delegates exist.

    CAUTION: Do not select the Enable Books option until you have created your book hierarchy. You cannot deselect this option after it has been selected. However, you can make changes to your book hierarchy after the option has been selected.

    Display Book Selector

    Enables or disables the Book selector, which you can use to refine searches for records of a particular user, delegate, or custom books.

    Integration Settings

    Integration Event Enabled

    If you are a new customer, the integration event functionality is automatically enabled. However, if you are an existing customer, the Oracle CRM On Demand integration event functionality must be configured by Customer Care and by your company administrator. Contact Customer Care to request support for Integration Event Administration and to specify the maximum total size of the integration event queues you require.

    Web Services R16 Compatibility Mode

    Controls whether Web services requests containing the Username and Password tokens are processed as stateless requests or as stateful requests as in Oracle CRM On Demand Release 16 and earlier. This check box is deselected by default for all new companies.

    Enable Workflow

    If your company has been set up to allow workflow, this setting is displayed. This setting can be activated once you have created the workflow conditions you want to deploy.

    Desktop Integration Settings

    Offline Client Edit Access

    This setting verifies record edit access either on upload or on download (in previous releases, Oracle CRM On Demand only verified access upon download). It is recommended to verify access at the time data is uploaded. The three options are: Verify on Upload (this is the default value for new customers), Verify on Download, none. Verify on Upload is the recommended option for use by customers. If the blank picklist option is selected, Oracle CRM On Demand verifies access in the same manner as the Verify on Download option.

    Company Security Settings

    Company Idle Timeout (minutes)

    This is the time allowed in minutes before a user’s session ends because of inactivity. If the value for this field is blank, the interactive session timeout setting is determined by the System Default Idle Timeout value. You can view the current System Default Idle Timeout setting, located at the top of the Company Security Settings section, on the Company Profile page. This value is visible when you edit the Company Profile page. You can contact Customer Care to update the Company Idle Timeout value to a value between 10 minutes and 90 minutes.

    Authentication Type

    Displays which authentication types are allowed for your company. This value can only be assigned by Customer Care. The following values are possible:

    • User ID/Password Only - All users must sign in using their Oracle CRM On Demand User ID and password.
    • Single Sign-On Only - All users must sign in using your company's single sign-on mechanism. Oracle CRM On Demand User IDs and passwords are not accepted.
    • User ID/PWD or Single Sign-On - Either User ID and password for Oracle CRM On Demand, or single sign-on can be used to sign in to Oracle CRM On Demand.

      Authentication type can be set for each user by the company administrator on the User Profile page. If the user's value is empty, then the company-level setting is used for that user.

    External Identifier for Single Sign-On

    Unique company identifier assigned by Customer Care when Single Sign-On is configured for the company. This value cannot be changed by the company administrator, although External Identifiers may be set for each user on the User Profile page.

    Sign In Page for UserID/Pwd Authentications

    The URL to a company-specific custom Sign In page, which replaces the default Oracle CRM On Demand Sign In page. Typically, the page is hosted on a company Web server. The URL must be fully qualified - (the URL must begin with http:// or https://).

    This page is displayed after a user signs out or the user's session ends because of inactivity. It is the company's responsibility to direct their users to sign in initially using this page, rather than the default Oracle CRM On Demand page.

    Sign In Page for SSO Authentications

    The URL to a company-specific custom Sign In page, which is displayed after a user signs out, or the user's session ends due to inactivity if the user signed in to Oracle CRM On Demand originally, using Single Sign-On. Typically, the page is hosted on a company Web server - for example the company's Single Sign-On portal. The URL must be fully qualified (begin with http:// or https://).

    It is the company's responsibility to direct users to sign in initially, using their SSO Sign In page, rather than the default Oracle CRM On Demand page. If a user who has signed in using SSO signs out and this setting is blank, a generic page is displayed with the message "You have been signed out."

    ITS URL for SSO Authentications

    SAML Intersite Transfer Service URL that is used for Single Sign-On to Oracle CRM On Demand, assigned by Customer Care when Single Sign-On is configured for the company. This value cannot be changed by the company administrator.

    IP Address Restrictions Enabled

    See Restricting Use to IP Addresses.

    Cross-Site Request Forgery Protection Enabled

    Enables a feature that prevents cross-site request forgery attacks. When this check box is selected, users who create custom code that interacts with Oracle CRM On Demand might require a security token to be included as a hidden parameter in their code. For more information about cross-site request forgery protection, see About Cross-Site Request Forgery Protection.

    This check box is selected by default when your company is set up to use Oracle CRM On Demand, and you cannot change the setting.

    Enable IFRAME embedding

    For security reasons, this check box is deselected by default and must be selected only when required. By selecting this check box, you allow users to embed Oracle CRM On Demand pages in an iFRAME on another site’s Web page. If users try to embed Oracle CRM On Demand in an iFRAME on another site’s Web page, and this checkbox is deselected, the Oracle CRM On Demand page expands so that it becomes the parent page. This setting does not affect Oracle CRM On Demand widgets that you embed in desktop applications.

    Analytics Visibility Setting

    Reporting Subject Areas

     

    Use this picklist to set the visibility for users who want to view real-time report records in Oracle CRM On Demand Answers. These reports provide real-time analyses of data. You can select one of the following values:

    Manager Visibility - Allows users to view their own data, and data directly owned by their subordinates. (This is the default setting.)

    Team Visibility - Allows users to view their own data, and data shared with them by their Account and Opportunity teams.

    This company-wide setting applies unless users set a value for the Reporting Subject Areas setting in their Personal Detail page. For more information on reports, see Reports, particularly the About Visibility to Records in Reports section.

    Historical Subject Areas

    Use this picklist to set the visibility for users who want to view analytics report records in Oracle CRM On Demand Answers. These reports provide historical or trend analyses, or contain more complex calculations than those found in real-time reports. You can select one of the following values:

    Manager Visibility - Allows users to view their own data, and data directly owned by their subordinates. (This is the default setting.)

    Team Visibility - Allows users to view their own data, and data shared with them by the Account and Opportunity teams.

    Full Visibility - This setting combines the views of Manager and Team Visibility.

    This company-wide setting applies unless users set a value for the Historical Subject Areas setting in their personal details. For more information on reports, see Reports, particularly the About Visibility to Records in Reports section.

    Role-Based Can Read All Records

     

    Use this picklist if you want Oracle CRM On Demand Answers reporting to use the Can Read All Records setting on an object basis, as defined on the Record Type Access page within the Role management wizard. For example, if the Can Read All Records visibility setting is selected by your Administrator for your user role on a given object, (by clicking Admin, User Management and Access Controls, Role Management, then editing a role and clicking Record Type Access), you can view all records of that object in Oracle CRM On Demand Answers, provided the Role-Based Can Read All Records setting is enabled either through the Company Profile or your User Profile.

    See About the Role-Based Can Read All Records Setting for guidance on when and how to enable the Role-Base Can Read all Records.

    If you do not select Role-Based Can Read All Records, then Oracle CRM On Demand Answers reporting uses the visibility set on Reporting Subject Areas and Historical Subject Areas fields.

    Communications Settings

    Auto Wrap Up

    If you select this setting, Oracle CRM On Demand automatically wraps up the Communication Activity when an agent ends any call or email communication, or when an agent re-assigns voicemails. The agent does not see the Wrap Up form. The activity status is set automatically to Completed and the resolution code is set to Auto Wrap Up.

    NOTE: This setting does not apply if the agent manually clicks the Wrap Up button on a Communication Activity Detail page. For example, after listening to a voicemail, the agent can click the Wrap Up button on the Voicemail Activity Detail page, to display a Wrap Up form and wrap up the Activity.

    Additional Information

    Licensed Users, Active Users, Inactive Users

    These numbers are read-only, displaying your licensed number of users along with the current status of users.

    NOTE: Some additional fields might appear if your company has certain features turned on.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.