Working with the Communication Homepage
The Communication Homepage is the starting point for managing customer interaction.
Viewing Customer Interactions
The Inbox section lists all customer interactions currently assigned to you for the channel you have chosen in the sub tabs (Calls, Voicemail, or Email). For a description of the fields (columns), see Wrapping Up Communication Activities. You can determine the period during which the Communication Homepage Inbox displays the current and completed activities in your personal profile. For more information, see Updating Your Personal Details.
Working with Communications Lists
The Communications Lists section shows a number of 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 communications:
To view a list, click the list name.
To create a new list, click New List. 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 Completed Communications
The Recently Completed Communications section lists your most recently completed interactions. For a description of the fields (columns), see Wrapping Up Communication Activities.
To expand the list of most recently completed communications, click Show Full List. This list displays a full page of records, which you can scroll through page by page.
See the following topics for related information:
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