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About Profile Settings for Users

Each company has at least one designated company administrator who sets up and customizes Oracle CRM On Demand for the entire organization. Company administrators set up some defaults that every user inherits initially, but each user can override these initial default settings. The following table describes what the settings affect.

Setting Name

Description

Time Zone

The application supports Universal Time Code (UTC) so that all times and dates are shown according to the user’s time zone. For example, an appointment scheduled for 11:00 a.m. PST displays as 2:00 p.m. for a user whose setting is EST, because of the three-hour time difference.

Locale

The Locale setting determines the formatting for numbers, currencies, phone numbers, times, and dates. For example, users who select the German - Germany locale setting see currency amounts that display 110.000,00, whereas users who select the English - United States setting see the same amount as 110,000.00. Users should select the format they are most comfortable with.

Language

The Language setting allows users to change the language for the user interface, online help, and tutorials. Depending on the company's default language, users may see certain items in reports in a language other than their default.

Currency

The Currency setting provides the default currency amount linked with all new records the user creates. When a user views revenue reports, they display in the user’s default currency. If a manager sees cumulative revenue from users with different currencies, she sees the amount in her default currency (company administrators must set up exchange rates for this to occur).

However, forecasts are always rolled up to the company's default currency. For example, a user with U.S. dollars as his default currency sees his forecast converted to euros, if his company’s currency is euros.

Country

The Country setting on the user profile controls the template that is used to display the default country-specific address fields when the user creates a new record with an address. For example, if the Country field on the user's profile is set to France, then when the user creates a record with an address, such as an account record, the French template is used to display address fields that are specific to France for both the shipping and billing addresses when the new record page first opens.Oracle CRM On Demand has address templates specific to over 60 countries.

Phone

The Phone formatting is determined by the Locale setting. The application adjusts for out-of-the-area phone numbers so that users see the entire sequence they need to dial. For example, a user in the U.S. is required to dial 011 when dialing internationally. Therefore, when a user enters +44 3333 333 333 for the United Kingdom, the number displays as 011 +44 3333 333 333.

NOTE: Users should enter the prefix plus sign (+) before international numbers.

Phone fields have a phone icon next to them. Clicking on the icon opens a phone verification window, which allows users to verify if the application has correctly identified the number: country code, city/area code, local number, and any extension for the number. Closing that window prompts the application to enter the correct dialing sequence.

Additionally, if users want to determine the country code for a country, they can click the phone icon, select the country, and save the information. The country code for the country displays in the Phone field.

NOTE: When these settings are changed, the user must sign out and sign in again for Oracle CRM On Demand to display data with the new settings.


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