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Working with the Account Homepage

The Account Homepage is the starting point for managing accounts.

NOTE: Your company administrator can customize the layout of your Account 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.

Creating an Account

You can create an account by clicking the New button in the My Recently Viewed Accounts section. For more information, see Creating Records and Account Fields.

Working with Account Lists

The Account Lists section shows a number of filtered lists. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, based on different criteria. These custom lists appear above the standard set of lists.

The following table describes the standard lists for accounts.

Account List

Filters

All Accounts

All accounts, sorted alphabetically by Account Name

All Customer Accounts

Accounts where the account type is set to customer

All Account Competitor Accounts

Accounts where the account type is set to competitor

All Account Partner Accounts

Accounts where the account type is set to partner

All Prospect Accounts

Accounts where the account type is set to prospect

Recently Created Accounts

All accounts, sorted by the created date

Recently Modified Accounts

All accounts, sorted by the modified date

All Referenceable Accounts

Accounts with the Reference check box selected

All Top Accounts

Accounts where the priority is set to high

My Accounts

Accounts where your name is in the Owner field

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only. So, you cannot edit or delete them.

Viewing Recently Viewed Accounts

The My Recently Viewed Accounts section shows the accounts that you viewed most recently.

To expand the list, click Show Full List.

Working with Account Tasks

The My Open Account Related Tasks section shows the tasks assigned to you, sorted by the due date and then by priority. You or your manager set the due date and priority. The task priority, such as 1-High, 2-Medium, or 3-Low, is indicated by arrows: an up arrow for high priority, no arrow for medium priority, a down arrow for low priority.

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.

  • To review a task, click the Subject link.
  • To review the account with which the task is associated, click the account name.
  • To expand the list of tasks, click Show Full List.

Using Reports to Analyze Account Performance

One or more report sections might be shown on your Account Homepage (your company administrator can specify which report sections are shown on the page). In the standard edition of Oracle CRM On Demand, the Account Analysis section is shown, which displays a comprehensive analysis of how accounts are distributed and of the closed revenue. For information about using the Account Analysis section, see Analyzing Account Performance.

Adding Sections to Your Account Homepage

If your user role includes the Personalize Homepages privilege, you can add additional sections to your Account Homepage, depending on which sections your company administrator has made available for display on your Account Homepage.

To add sections to your Account Homepage

  1. On the Account Homepage, click Edit Layout.
  2. On the Account Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page.
  3. Click Save.

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