Working with the Plan Contact Homepage
The Plan Contact Homepage is the starting point for managing plan contacts.
NOTE: Your company administrator can customize the layout of your Plan Contact 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 a Plan Contact
Working with Plan Contact Lists
The Plan Contacts 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 plan contacts.
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 Plan Contacts
The Recently Modified Plan Contacts section shows the plan contacts that have been modified most recently. To expand the list, click Show Full List.
Adding Sections to Your Plan Contact Homepage
If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Plan Contact Homepage:
To add sections to your Plan Contact Homepage
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