Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Working with the Objective Homepage

The Objective Homepage is the starting point for managing objective records.

NOTE: Your company administrator can customize the layout of your Objective 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 Objective

You can create a new objective by clicking the New button in the Recently Modified Objectives section. For more information, see Creating Records and Objective Fields.

Working with Objective Lists

The Objective Lists section shows a number of filtered lists. Filtered lists are subsets or groups of records that allow you to limit the number of records to work with at a time.

The following table describes the standard lists for objectives.

Objective List

Filters

All Objectives

All objectives to which you have visibility, regardless of who owns the objective.

Recently Modified Objectives

All objectives 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 Recent Objectives

The Recently Modified Objectives section shows the objectives that you modified most recently.

Click the Show Full List link to expand the list.

Adding Sections to Your Objective Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Objective Homepage:

  • Recently Created Objectives
  • Recently Modified Objectives
  • My Recently Created Objectives
  • My Recently Modified Objectives
  • Additional report sections (Your company administrator can make report sections available for display on your Objective Homepage.)

To add sections to your Objective Homepage

  1. On the Objective Homepage, click Edit Layout.
  2. On the Objective Homepage Layout page, click the directional arrows to add or remove sections, and to organize the sections on the page. Then click Save.


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