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Working with the Messaging Plan Homepage

The Messaging Plan Homepage is the starting point for managing messaging plan records. This page contains several sections and displays information that is relevant to you.

NOTE: Your company administrator can customize the layout of your Messaging Plan 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 Messaging Plan

You can create a new messaging plan by clicking the New button in the Recently Modified Messaging Plans section. For more information, see Creating Records and Messaging Plan Fields.

Working with Messaging Plan Lists

The Messaging Plan 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 messaging plans.

Messaging Plan List

Filters

All Messaging Plans

All messaging plans to which you have visibility, regardless of who owns the messaging plan.

Recently Modified Messaging Plans

All messaging plans 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 Messaging Plans

The Recently Modified Messaging Plans section shows the messaging plans that you modified most recently.

Click the Show Full List link to expand the list.

Adding Sections to Your Messaging Plan Homepage

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

  • Recently Created Messaging plans
  • Recently Modified Messaging plans
  • My Recently Created Messaging plans
  • My Recently Modified Messaging plans
  • Additional report sections (Your company administrator can make report sections available for display on your messaging plan Homepage.)

To add sections to your Messaging Plan Homepage

  1. On the Messaging plan Homepage, click Edit Layout.
  2. On the Messaging plan 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.