Working with the Portfolio Account Homepage
The Portfolio Account Homepage is the starting point for managing portfolio accounts.
NOTE: Your company administrator can customize the layout of your Portfolio Account 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 Portfolio Account
Working with Portfolio Account Lists
The Portfolio Lists section shows a number of 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 portfolio accounts.
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 Portfolio Accounts
The My Recently Viewed Portfolios section shows the portfolio accounts that you viewed most recently.
Adding Sections to Your Portfolio Account Homepage
If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Portfolio Account Homepage:
To add sections to your Portfolio Account Homepage
See the following topics for related portfolio account information:
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