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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

You can create a policy holder by clicking the New button in the Recently Modified Policy Holders section. For more information, see Creating Records and Policy Holder Fields.

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.

Policy Holder List

Filters

All Policy Holders

All policy holders to which you have visibility, regardless of who owns the policy holder

Recently Modified Policy Holders

All policy holders, 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 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

  1. On the Policy Holder Homepage, click Edit Layout.
  2. On the Policy Holder Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page.
  3. Click Save.

Related Topics

See the following topics for related information:


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