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Managing Funds

To manage funds, do the following tasks:

NOTE: The funds feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.

NOTE: You can update a fund record if you are its owner. If you are a fund participant, then you can create and update fund requests.

For step-by-step procedures that are common to many record types, see:

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

Also, depending on the access level that you have, you might not be able to perform all procedures described in the preceding list.

Related Information

See the following topics for related Fund information and topics of interest:


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