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My Homepage

From My Homepage, you can review the information for your work day. You can:

  • Check your schedule for appointments in the Today’s Calendar section.
  • Review time-sensitive alerts that inform you of deadlines, such as submitting forecasts, in the Alerts section. Alerts are set up by your company administrator.
  • Scan the list of open tasks, sorted by the due date and priority (up arrow for 1-High, no arrow for 2-Medium, down arrow for 3-Low), in the Open Tasks section.

    NOTE: If your company administrator has changed the default values for the Priority field, arrows might not be displayed in the Priority field in the task lists.

  • Review recently created or recently modified records.

    In the standard application, the Recently Created Leads section displays the leads that were created most recently. You or your company administrator can customize My Homepage to display other types of records.

  • Review an analysis relevant to you.

    One or more report sections might be shown on My Homepage, depending on how your company administrator has configured My Homepage. In the standard application, My Homepage shows an analysis of the quality of your opportunities for the current quarter (Pipeline Quality for Current Quarter).

  • View Web widgets, RSS feeds, and other Web content.

    Depending on what the company administrator has set up, and what is included in your page layout, you can view embedded Web content on My Homepage. This Web content might include Web widgets, such as Google maps or corporate videos, and RSS feeds. For more information about how external Web content is set up, see About Custom Web Applets.

Your company administrator can customize the layout of My Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page, and remove sections from the page.

The following table provides instructions for typical tasks you can perform from My Homepage.

To do this

Follow these steps

Alerts

View all alerts

In the Alerts section, click the Show Full List link. The Alerts page opens.

View an alert

In the Alerts section, click the link for the alert. The Alert page opens with additional information about the alert.

Appointments

Create an appointment

In the Today’s Calendar section, click New. On the Appointment Edit page, fill in the required information and save the record.

Review an appointment record

In the Today’s Calendar section, click the Subject link of the appointment you want to review. The Appointment Detail page appears.

Review this month’s appointments

In the Today’s Calendar title bar, click the 31 icon. The Calendar opens with the month’s schedule.

Review this week’s appointments

In the Today’s Calendar title bar, click the 7 icon. The Calendar opens with the week’s schedule.

Review today’s appointments

In the Today’s Calendar section, click the View Calendar link, or the 1 icon. The Calendar opens with your appointments for today.

Layout

Change the layout of My Homepage

To change the information that appears in two sections on My Homepage, click Edit Layout, and click the arrows to add or remove sections, and to organize the sections on the page.

Records

NOTE: In the standard application, the Recently Created Leads section displays the leads that were created most recently. You or your company administrator can customize My Homepage to display other types of records, for example, Recently Modified Accounts.

Create a record

In the title bar of the section that displays records, click New. On the Edit page, fill in the required information, and save the record.

Review a record

In the section displaying records, click the link of the record that you want to review. The Record Detail page opens.

Review a list of records

In the section displaying records, click Show Full List. The Record List page opens.

Reports

Slice the chart by another category

Depending on the analysis that appears, you might be able to click the drop-down list and change the selection. The chart and table show the data categorized by your selection.

In the standard application, you can do this with the Pipeline Quality for Current Quarter.

View the records comprising a segment in the chart or table

Depending on the analysis that appears, you might be able to drill down on a segment or link to view the records comprising that category.

In the standard application, you can do this with the Pipeline Quality for Current Quarter section.

Tasks

Create a task

In the Open Tasks section, click New. On the Task Edit page, fill in the required information and save the record.

Review a task record

In the Open Tasks section, click the Subject link of the task you want to review. The Task Detail page appears.


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