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Working with the Insurance Property Homepage

The Insurance Property Homepage is the starting point for managing insurance property records.

NOTE: Your company administrator can customize the layout of your Insurance Property 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 an Insurance Property Record

You can create an insurance property record by clicking the New button in the Recently Modified Insurance Properties section. For more information, see Creating Records and Insurance Properties Fields.

Working with Insurance Property 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 that are available for insurance properties.

Insurance Property List

Filters

All Insurance Properties

All insurance properties to which you have visibility

Recently Modified Insurance Properties

All insurance properties 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 Insurance Properties Section

The Recently Modified Insurance Properties section shows the insurance properties that you viewed most recently.

To expand the list, click Show Full List.

Adding Sections to Your Insurance Property Homepage

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

The following procedure describes how to add sections to your Insurance Property Homepage.

To add sections to your Insurance Property Homepage

  1. On the Insurance Property Homepage, click Edit Layout.
  2. On the Insurance Property 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.