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Working with the Coverage Homepage

The Coverage Homepage is the starting point for managing coverage records.

NOTE: Your company administrator can customize the layout of your Coverage 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 Coverage Record

You can create a coverage record by clicking the New button in the Recently Modified Coverages section. For more information, see Creating Records and Coverage Fields.

Working with Coverage 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 coverages.

Coverage List

Filters

All Coverages

All coverages to which you have visibility, regardless of who owns the coverage.

Recently Modified Coverages

All coverages with your name in the Owner field, 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 Modified Coverages

The Recently Modified Coverages section shows the coverages you viewed most recently.

To expand the list, click Show Full List.

Adding Sections to Your Coverage Homepage

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

To add sections to your Coverage Homepage

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

Related Information

See the following topics for related coverage information:


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