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Plan Contact Fields

Use the Plan Contact Edit page to add a plan contact or update details for an existing plan contact. The Plan Contact Edit page shows the complete set of fields for a plan contact.

TIP: You can also edit plan contacts on the Plan Contact List page and the Plan Contact Detail page. For more information on updating records, see Updating Record Details.

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.

The following table provides additional information regarding some of the plan contact fields.

Field

Description

Key Plan Contact Information

Contact

The Oracle CRM On Demand contact that is associated with this plan contact record. Click the Lookup icon to select the associated contact. (Required.)

For more information on contact fields, see Contact Fields.

Primary Plan Contact

Select this check box to designate whether the contact is the main contact for the business plan.

Contact: First Name

The information from the First Name field in the contact record. (View-only.)

Contact: Last Name

The information from the Last Name field in the contact record. (View-only.)

Contact: Account

The account associated with the contact. (View-only.)

Business Plan

The business plan that is associated with this plan contact record. Click the Lookup icon to select the associated business plan. (Required.)

Related Topics

See the following topics for related information for plan contacts:


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