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Working with the Partner Programs Homepage

The Partner Programs Homepage is the starting point for managing partner programs.

NOTE: Your company administrator can customize the layout of your Partner Programs 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 Program

You can create a partner program by clicking the New button in the Recently Modified Partner Programs section. For more information, see Creating Partner Programs and Partner Program Fields.

Working with Partner Program Lists

The Partner Program 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 partner programs.

Partner Program List

Description

Recently Created Partner Programs

Filters all partner programs, sorted by the created date.

Recently Modified Partner Programs

Filters all partner programs, sorted by the modified date.

All Partner Programs

This list is not filtered. It displays all partner programs to which you have visibility, regardless of who owns the partner program.

My Partner Programs

Filters partner programs with your name in the Owner field.

My Recently Created Partner Programs

Filters partner programs with your name in the Owner field, sorted by the created date.

My Recently Modified Partner Programs

Filters partner programs with your name in the Owner field, sorted by the modified date.

All Inactive Partner Programs

Filters all partner programs with a status of Inactive.

All Active Partner Programs

Filters all partner programs with a status of Active.

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 Partner Programs

The Recently Modified Partner Programs section shows the partner programs that you modified most recently.

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

Adding Sections to Your Partner Programs Homepage

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

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

To add sections to your Partner Programs Homepage

  1. On the Partner Programs Homepage, click Edit Layout.
  2. On the Partner Programs 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.