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Oracle Customers Online User Guide
Contents
Title and Copyright Information
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Preface
Overview
- Introduction to Oracle Customers Online
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Home
- Home Overview
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- Home Page
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Customers
- Introduction to Customers
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- Major Features for Customers
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- Single Source of Truth Data
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- Introduction to Contacts
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- Searching for Organizations or Persons
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- Creating Organizations or Persons
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- Preventing Duplicate Organizations, Persons, or Contacts
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- Marking Duplicate Organizations or Persons
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- Overview
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- Profile
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- Profile History
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- Classifications
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- Assigning Classifications
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- Addresses
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- Creating and Updating Addresses
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- Contact Points
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- Contact Relationships
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- Creating Contact Relationships
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- Other Relationships
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- Creating Relationships
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- Updating Relationships
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- Visualizing Relationships
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- Accounts
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- Creating Accounts
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- Viewing and Updating Accounts
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- Creating and Updating Account Sites
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- Transactions
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- Notes
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- Tasks
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- Source Systems
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- Hierarchies Overview
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- Creating Hierarchies
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- Viewing and Updating Hierarchies
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- Copying Hierarchies
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- Adding Children in Hierarchies
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- Updating Relationships in Hierarchies
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- Moving Parties in Hierarchies
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Import
- Import Overview
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- File Loads Overview
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- Loading New Files
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- Defining File Loads
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- Providing Mappings
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- Reviewing File Load Details
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- Resolving File Load Errors
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- Correcting Errors by Attribute
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- Correcting Errors by Party Record
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- Correcting Errors Offline
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- Reloading Offline Corrected Records
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Reports
- Overview of Reports
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- Organization Enrichment Trend
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- Data Completeness
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- Viewing Data Completeness Reports
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- Managing Data Completeness Reports
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- Organizations by Industry
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- Customer Growth
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- Organizations by Country
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- Persons by Country
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- Organizations by State/Province
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- Persons by State/Province
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- Duplicate Organizations
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- Duplicate Persons
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Index
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