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Working with the Financial Account Holding Homepage

The Financial Account Holding Homepage is the starting point for managing financial account holdings.

NOTE: Your company administrator can customize the layout of your Financial Account Holding 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 Financial Account Holding

You can create a financial account holding by clicking the New button in the Recently Modified Financial Account Holdings section. For more information, see Creating Records and Financial Account Holding Fields.

Working with Financial Account Holding 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 financial account holdings.

Financial Account Holding List

Filters

All Financial Account Holdings

All financial account holdings to which you have visibility, regardless of who owns the financial account holding

Recently Modified Financial Account Holdings

All financial account holdings, 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 Financial Account Holdings

The Recently Modified Financial Account Holdings section shows the financial account holdings that were most recently modified.

To expand the list, click Show Full List.

Adding Sections to Your Financial Account Holding Homepage

If your user role includes the Personalize Homepages privilege, you might be able to add additional sections to your Financial Account Holding Homepage, depending on what your company administrator has set up.

The following procedure describes how to add sections to your Financial Account Holding Homepage.

To add sections to your Financial Account Holding Homepage

  1. On the Financial Account Holding Homepage, click Edit Layout.
  2. On the Financial Account Holding 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.