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Working with the Contact State License Homepage

The Contact State License Homepage is the starting point for managing contact state license records.

NOTE: Your company administrator can customize the layout of your Contact State License 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 Contact State License

You can create a new contact state license by clicking the New button in the Recently Modified Contact State Licenses section. For more information, see Creating Records and Contact State License Fields.

Working with Contact State License Lists

The Contact State License Lists section shows a number of filtered lists. Filtered lists are subsets or groups of records that allow you to limit the number of records to work with at a time.

The following table describes the standard lists for contact state licenses.

Contact State License List

Filters

All Contact State Licenses

All contact state licenses to which you have visibility regardless of who owns the contact state license.

Recently Modified Contact State Licenses

All contact state licenses with your name in the Owner field, 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 Recent Contact State Licenses

The Recently Modified Contact State Licenses section shows the Contact State Licenses that you viewed most recently.

Click Show Full List to expand the list.

Adding Sections to your Contact State License Homepage

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

  • Recently Created Contact State Licenses
  • Recently Modified Contact State Licenses
  • My Recently Created Contact State Licenses
  • My Recently Modified Contact State Licenses
  • Additional report sections (Your company administrator can make report sections available for display on your Contact State License Homepage.)

To add sections to your Contact State License Homepage

  1. On the Contact State License Homepage, click Edit Layout.
  2. On the Contact State License Homepage Layout page, click the directional arrows to add or remove sections, and to organize the sections on the page. Then click Save.


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