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Working with the Messaging Plan Item Homepage

The Messaging Plan Item Homepage is the starting point for managing messaging plan item records. This page displays information that is relevant to you.

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

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

Working with Messaging Plan Item Lists

The Messaging Plan Item 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 plan items.

Messaging Plan Item List

Filters

All Messaging Plan Items

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

Recently Modified Messaging Plan Items

All messaging plan items 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 Plan Items

The Recently Modified Messaging Plan Items section shows the messaging plan items you modified most recently.

Click Show Full List to expand the list.

Adding Sections to your Messaging Plan Item Homepage

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

  • Recently Created Messaging Plan Items
  • Recently Modified Messaging Plan Items
  • My Recently Created Messaging Plan Items
  • My Recently Modified Messaging Plan Items
  • Additional report sections (your company administrator can make report sections available for display on your Messaging Plan Item Homepage)

To add sections to your Messaging Plan Item Homepage

  1. On the Messaging Plan Item Homepage, click Edit Layout.
  2. On the Messaging Plan Item Homepage Layout page, click the directional arrows to add or remove sections, and to organize the sections on the page. Click Save.


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