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Setting Your Record Preview Mode

If the record preview functionality is enabled, you can preview records from record links in many places in Oracle CRM On Demand, including the following:

  • My Homepage
  • Record Homepages
  • Record List pages
  • Record Detail pages (including lists of related records)
  • Action bar

The preview window shows the first section of the Detail page of the record. You can set your record preview mode in your Personal Details page. Depending on the setting you select, the preview window opens when you rest your pointer on a link to a record, or when you click a preview icon that appears when you rest your pointer on a link to a record. You can also disable the record preview functionality.

Your company administrator can specify the record-preview setting at company level, and each user can also specify the record-preview setting in their Personal Details page. Your personal setting overrides the default setting for the company. If you do not change the record preview setting on your Personal Details page, the default record preview setting for the company is used.

To set your record preview mode, complete the steps in the following procedure.

To set your record preview mode

  1. In the upper-right corner of any page, click My Setup.
  2. In the Personal Profile section, click Personal Profile.
  3. In the Personal Information section, click My Profile.
  4. In the Personal Detail page, click Edit.
  5. In the Personal Edit page, scroll down to the Additional Information section.
  6. In the Record Preview Mode field, select the mode that you want from the picklist.

    If you want to use the default record preview setting for the company, select the blank option from the picklist.

  7. Save the record.

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