You can create a record from different areas within the application. The area you choose depends on whether you want to:
You can also create new records in the following ways:
TIP: To prevent record duplication, search for the record before creating a new one, see Finding Records.
NOTE: An asterisk (*) beside a field name indicates that this is a required field.
To create a record using the Create section
To create a record from the Homepage, List, or Detail page
To create a record that is linked to the selected record
Entering Information in Records
When you create records you can enter information directly into some fields, or select values from a drop-down list. In addition, for some fields you can click an icon to the right of the field to display a window from which you can select values or enter values. The icons that you can click are:
About Multi-select Picklists
A multi-select picklist is a picklist from which you can select multiple values. When you click the Lookup icon for a multi-select picklist, a pop-up window appears, which allows you to select the required values by moving values from an Available list to a Selected list. You can also sort the values in the Selected list.
Multi-select picklists are supported for the following record types:
About Phone Number Fields
Phone fields have a phone icon next to them. Clicking the icon opens the phone verification window, where you can do the following:
When you save the phone number, Oracle CRM On Demand prefixes the phone number that you entered with both of the following:
TIP: If you want to determine the country calling code for a country, you can click the phone icon, select the country, and save the information. The country code for the country is displayed in the Phone field.
About Address Fields
For addresses, the application displays different fields to accommodate country-specific information. For example, if you select Japan as the Country for an account’s billing address, the other address fields change to those fields needed for Japanese addresses, such as Chome, Ku, and Shi/Gun.
In general, addresses are stored with the specific record type. However, some addresses are carried over when you link one record with another. For example, if you enter a billing and shipping address for an account, the billing address appears on the Contact Detail page when you link the account to the contact.
If your company administrator has added the Addresses section to your application, you can track additional addresses for such records as accounts and contacts. When tracking addresses for contacts, the primary address is always the one you entered in the Alternate address section.
|Published 5/4/2012||Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.|