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Working with the Partners Homepage

The Partners Homepage is the starting point for managing partners.

NOTE: Your company administrator can customize the layout of your Partners 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 Partner Account

You can create a partner account by clicking the New button in the Recently Modified Partners section. For more information on creating partners, see Creating Records and Partner Fields.

TIP: You can indicate partner hierarchies, such as a company that is a subsidiary of another company by selecting parent accounts. For more information about partner hierarchies, see Specifying Parent Accounts.

Working with Partner Lists

The Partner 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 partners.

Partner List

Description

All Partners

Filters all partners to which you have visibility, regardless of owner.

My Partners

Partners with your name in the Owner field.

Recently Created Partners

All partners, sorted by the created date.

Recently Modified Partners

All partners, 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 Partners

The Recently Modified Partners section shows the partners that you modified most recently.

To expand the list, click the Show Full List link.

Adding Sections to Your Partners Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Partners Homepage:

  • All Active Partners
  • All Inactive Partners
  • Recently Created Partners
  • Recently Modified Partners
  • One or more report sections (your company administrator can make report sections available on your Partners Homepage)

To add sections to your Partners Homepage

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

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