Working with the Allocation Homepage
The Allocation Homepage is the starting point for managing allocations.
NOTE: Your company administrator can customize the layout of your Allocation 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.
Before you begin. To work with allocations, your user role must include the Enable Basic Samples Operations privilege.
Creating an Allocation
Working with Allocation Lists
The Allocation List section shows a number of filtered lists. Filtered lists are subsets or groups of records that allow you to limit the number of records to work with at a time. 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 allocations.
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 Recent Allocations
The Recently Modified Allocations section shows the allocations that were modified most recently.
Click Show Full List to expand the list.
Adding Sections to your Allocation Homepage
If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Allocation Homepage:
To add sections to your Allocation Homepage
See the following topics for related information about allocations:
|Published 5/4/2012||Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.|