Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Working with the Messaging Plan Item Relations Homepage

The Messaging Plan Item Relations Homepage is the starting point for managing messaging plan item relations 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 Item Relations 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 Relation

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

Working with Messaging Plan Item Relations Lists

The Messaging Plan Item Relations 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 Item Relations.

Messaging Plan Item Relation List

Filters

All Messaging Plan Item Relations

All messaging plan item relations to which you have visibility, regardless of who owns the messaging plan item relation.

Recently Modified Messaging Plan Item Relations

All messaging plan item relations 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 Item Relations

The Recently Modified Messaging Plan Item Relations section shows the messaging plan item relations you modified most recently.

Click the Show Full List link to expand the list.

Adding Sections to your Messaging Plan Item Relations 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 Relations Homepage:

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

To add sections to your Messaging Plan Item Relations Homepage

  1. On the Messaging Plan Item Relations Homepage, click Edit Layout.
  2. On the Messaging Plan Item Relations Homepage Layout page, click the directional 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.