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Working with the Address Homepage

The Address Homepage is the starting point for managing addresses.

NOTE: Your company administrator can customize the layout of your Address Homepage. In addition, if your user role includes the Personalize Homepages privilege, then you can add sections to the page and remove sections from the page.

Creating an Address

You can create an address by clicking the New button in the Recently Modified Addresses section. For more information, see Creating Records and Address Fields.

Working with Address Lists

The Address 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 shared addresses.

Address List

Filters

All Addresses

All addresses, sorted alphabetically using the address name.

Recently Modified Addresses

All addresses, sorted by the modified date.

Recently Created Addresses

All addresses, sorted by the created date.

All Validated Shared Addresses

All addresses that have been marked as validated by the customer, sorted alphabetically using the address name.

Validation processing occurs outside of Oracle CRM On Demand and is used by many companies to standardize address data, confirm that the addresses exist, and that they are usable by official agencies such as the United States Postal Service. For information on marking addresses as validated, see Marking Shared Addresses as Validated.

All Non-Validated Shared Addresses

All addresses that are not marked as validated by the customer, sorted alphabetically using the address name.

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 Addresses

The Recently Modified Addresses section shows the shared addresses that you modified most recently.

Adding Sections to Your Address Homepage

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

  • All Addresses
  • Recently Modified Addresses
  • Recently Created Addresses
  • All Validated Shared Addresses
  • All Non-Validated Shared Addresses

To add sections to your Address Homepage

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

Related Topics

See the following topics for related information about shared addresses:


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