Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Working with the Contacts Homepage

The Contacts Homepage is the starting point for managing contacts.

NOTE: Your company administrator can customize the layout of your Contacts 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 a Contact

You can create a contact by clicking the New button in the My Recently Viewed Contacts section. For more information, see Creating Records and Contact Fields.

Working with Contact Lists

The Contact 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 contacts.

Contact List

Filters

All Contacts

No filter is available. This list displays all records to which you have visibility, regardless of the owner.

All Customer Contacts

Contacts where the Type field is set to Customer

My Contacts

Contacts with your user name in the Owner field

My Recently Created Contacts

Contacts with your user name in the Owner field, sorted by the created date

My Recently Modified Contacts

Contacts with your user name in the Owner field, sorted by the modified date

Recently Created Contacts

All contacts, sorted by the created date

Recently Modified Contacts

All contacts, sorted by the modified date

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 Contacts

The My Recently Viewed Contacts section shows the contacts that you viewed most recently.

To expand the list, click Show Full List.

Working with Contact Tasks

The My Open Contact 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 contact with which the task is associated, click the contact name.
  • To expand the list of tasks, click Show Full List.

Using Reports to Analyze Contacts

One or more report sections might be shown on your Contacts Homepage (your company administrator can specify which report sections are shown on the page). In the standard edition of Oracle CRM On Demand, the Contact Analysis by Account section is shown, which displays contacts by account criteria, such as Region, State/Province, or Industry. For information about using the Contact Analysis by Account section, see Analyzing Contacts.

Adding Sections to Your Contacts Homepage

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

To add sections to your Contacts Homepage

  1. On the Contacts Homepage, click Edit Layout.
  2. On the Contacts 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.