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Working with the Involved Party Homepage

The Involved Party Homepage is the starting point for managing involved parties.

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

You can create an involved party record by clicking the New button in the Recently Modified Involved Parties section. For more information, see Creating Records and Involved Party Fields.

Working with Involved Party 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.

Involved Party List

Filters

All Involved Parties

All involved parties to which you have visibility, regardless of who owns the involved party.

Recently Modified Involved Parties

All involved parties 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 Involved Parties

The Recently Modified Involved Parties section shows the involved parties whom you modified most recently.

To expand the list, click Show Full List.

Adding Sections to Your Involved Party Homepage

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

The following procedure describes how to add sections to your Involved Party Homepage.

To add sections to your Involved Party Homepage

  1. On the Involved Party Homepage, click Edit Layout.
  2. On the Involved Party 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.