Working with the Policy Holder Homepage
The Policy Holder Homepage is the starting point for managing policy holders.
NOTE: Your company administrator can customize the layout of your Policy Holder 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 Policy Holder
Working with Policy Holder Lists
Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, based on different criteria. These custom lists appear above the standard set of lists.
The following table describes the standard lists for policy holders.
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 Recently Modified Policy Holders
The Recently Modified Policy Holders section shows the policy holders that were modified most recently.
To expand the list, click Show Full List.
Adding Sections to Your Policy Holder Homepage
If your user role includes the Personalize Homepages privilege, you can add additional sections to your Policy Holder Homepage, depending on which sections your company administrator has made available for display on your Policy Holder Homepage.
The following procedure describes how to add sections to your Policy Holder Homepage.
To add sections to your Policy Holder Homepage
See the following topics for related information:
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