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Oracle CRM On Demand Page-by-Page Overview

Oracle CRM On Demand provides several Web pages for each record type (Accounts, Contacts, and so on).

Homepages

Most Homepages show you tasks related to the types of records that correspond to that page, such as account-related tasks. Generally, they also show filtered lists that have been defined by your company administrator as well as an analytic chart relevant to your work. Homepages can also contain Web widgets, RSS feeds, and other Web content, depending on what your company administrator has set up.

From the Homepage, you can drill down to other pages to manage the various types of information as required.

List Pages

The List pages show the subset of records according to the list you select from the Homepage. From the List pages, you can:

  • Review multiple records at a glance.
  • Find a record to review, delete, or update.
  • Update the fields on the List page inline.
  • Create new records.
  • Add the list to the Favorite Lists section in the Action bar.

In addition, you can use the record-level menu beside each record name to perform various actions on the listed records, including some or all of the following:

  • Open the Edit page for the record (by selecting the Edit option), where you can edit all of the fields on the record.
  • Create a new record by copying the existing record. Your company administrator determines which field values are automatically copied to the new record.
  • Delete a record.

Manage Lists Pages

The Manage Lists pages show the standard filtered lists and the lists that either you created for your own use, or your manager created for employees to use. From the Manage Lists pages, you can:

  • Delete a list.
  • Review the entire list of filtered lists.
  • Edit a list you or your managers created or begin the process for creating another filtered list.
  • Select lists to add to the Favorite Lists section in the Action bar.

Detail Pages

A Detail page shows the information for one record. The top section of the page displays the fields for the record. If inline editing is enabled, then you can update these fields inline.

At the bottom of a record Detail page, you can access related information sections that contain lists of records that are linked to the main record. Depending on your setup, the related information sections appear as lists or as tabs. Each related information list of linked records on the Detail page shows up to five records of one record type. In the lists of linked records, you can do some or all of the following, depending on the record type and on your access-level settings for the record type:

  • Open the full list of related records of a given record type.
  • Link additional records to the main record.
  • Create new records that are linked to the main record.
  • Review already linked records.
  • Edit some of the fields on records linked to the main record if inline editing is enabled.

If the related information sections appear as tabs and there are more tabs available than can fit across the page in your browser window, then you can click the arrows on the right and left of the tabs to scroll through the tabs.

If your user role has the Personalize Related Information Display Format privilege, then you can choose to show the related information sections as lists or as tabs, by setting the Related Information Format option in your personal profile. If the Related Information Format option in your personal profile is blank, then the default setting for your user role is used. If the Related Information Format option on your user role is blank, then the default setting for the company is used.

Using the Head-Up Display to View Related Information Sections

The head-up display is a list of links to the related information sections of the page. The head-up display might also be available at the bottom of your browser window. For the head-up display to be available, the head-up display functionality must be enabled. You can enable or disable the head-up display by setting the Head-up Display option in your personal profile. If the Head-up Display option in your personal profile is blank, then the default setting for the company is used. The following procedure describes how to use the head-up display.

To use the head-up display to view related information sections

  • Do one or more of the following:
    • Go to the related information lists or tabs, without having to scroll down the page, by clicking the links in the display.
    • Collapse the head-up display by clicking the minus sign (-) in the display.
    • Expand the display again by clicking the plus sign (+).

      The collapsed or expanded setting in the head-up display is maintained for all record types until you change it again, even if you sign out of Oracle CRM On Demand and sign in again.

NOTE: For information about changing the Related Information Format option and the Head-up Display option in your personal profile, see Updating Your Personal Details.

Tasks That You Can Perform on the Detail Pages

On the Detail pages, you can also do the following:

  • Create a new record by copying the existing record (for most record types). Your company administrator determines which field values are automatically copied to the new record.
  • Expand and collapse the sections in Detail pages as required. These settings are maintained until you change them again, even if you sign out of Oracle CRM On Demand and sign in again.
  • Click an icon on the Detail page to add the record to the Favorite Records section in the Action bar.
  • Click the Note icon to add notes or view notes from other users.
  • Send a note to another user by moving the pointer over the name of the user, see Sending Notes to Other Users.

Detail pages can also contain custom Web applets set up by your company administrator. These are used to embed Web widgets, RSS feeds, and other Web content on the page. For more information, see About Custom Web Applets.

Edit Pages

The Edit pages show one record’s fields in editable format. You can use these pages to update the record information. The record fields on the Edit pages are identical to the top part of the Detail pages.

Both Edit pages and Detail pages can contain custom Web link fields. For a particular Web link, the administrator can specify whether it appears on the Edit page, Detail page, or both, as described in Setting Up Web Links.


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