Print      Open PDF Version of Online Help


Previous Topic

Next Topic

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

You can create a new plan contact by clicking the New button in the Recently Modified Plan Contacts section. For more information, see Creating Records and Plan Contact Fields.

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.

Plan Contact List

Filters

All Plan Contacts

All plan contacts to which you have visibility, regardless of who owns the plan account.

Recently Modified Plan Contacts

All plan contacts 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 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:

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

To add sections to your Plan Contact Homepage

  1. On the Plan Contact Homepage, click Edit Layout.
  2. On the Plan Contact Homepage Layout page, click the 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.