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Linking Portfolio Accounts

This feature is specific to Oracle CRM On Demand Financial Services Edition.

You can link portfolio accounts to an account with a many-to-one relationship. In other words, you can link many portfolio accounts to one account, but each portfolio account can be linked to only one account.

Before you begin. The Portfolio related information is not shown on the Account Details page by default. To allow you to see this information, your company administrator must grant access to the Portfolio related information to your role. You or your company administrator must then add the Portfolio related information to your Account Details page layout. For more information on customizing your Detail page layouts, see Changing Your Detail Page Layout.

To link a portfolio subaccount

  1. Select the parent account.

    For information on selecting accounts, see Finding Records.

  2. On the Account Detail page, scroll to the Portfolio related information, and click New.
  3. Complete the fields in the Portfolio Account Edit page that is launched.

    For more information about portfolio accounts, see Portfolio Account Fields.

  4. Save the record.

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