Working with the MDF Requests Homepage
The MDF Request Homepage is the starting point for managing market development funds (MDF) requests.
NOTE: Your company administrator can customize the layout of your MDF Request 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 an MDF Request
You can create an MDF request by clicking the New button in the Recently Modified MDF Request section. For more information, see Creating Records and MDF Fields.
Working with MDF Request Lists
The MDF Request Lists section shows a number of lists. Oracle CRM On Demand has a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, which are based on different criteria. These custom lists appear above the standard set of lists.
The following table describes the standard lists for MDF Requests.
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 My Recently Modified MDF Requests Section
The My Recently Modified MDF Requests section shows the MDF requests that you own and that were recently modified. To expand the list, click the Show Full List link.
Viewing My Pending MDF Requests Section
The My Pending MDF Requests section shows all of the MDF requests that you own with the approval status of Pending Approval or the claim status of Claim Submitted. To expand this list, click Show Full List.
Adding Sections to Your MDF Request Homepage
If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your MDF Requests Homepage:
To add sections to your MDF Requests Homepage
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