This chapter describes how to quickly access customer information, as well as manage work group activities using notes, tasks, employees, and calendar tools, for you and your organization.
This chapter covers the following topics:
Use the Home tab to quickly find and review critical customer information. You can also manage work group activities for your organization and yourself, such as employees, calendars, tasks, and notes.
Note: Your personal tasks and notes are available only from the Home tab. The tasks and notes in the Customers tab are specific to the associated customers.
Search for customers, view recent and bookmarked items, and quickly access common tasks. See: Home Page.
View and maintain your personal calendar, using the Oracle Common Application Calendar's calendar features. You can view by day, week, month, or year. See: Viewing Your Personal Calendar, Oracle Common Application Calendar User Guide.
You can also:
View the daily personal calendar along with tasks. See: Viewing Your Tasks and Your Calendar Simultaneously, Oracle Common Application Calendar User Guide.
View resource availability. See: Viewing the Availability of a Resource, Oracle Common Application Calendar User Guide.
View public calendars. See: Viewing a Public Calendar, Oracle Common Application Calendar User Guide.
Create appointments. See: Creating an Appointment, Oracle Common Application Calendar User Guide.
Manage your personal notes, using the Oracle Applications Framework notes features from Oracle Common Application Calendar. A note is information, such as directions, special instructions, or reminders, that is attached to an object.
You can:
View, but not update, notes. See: Viewing and Updating the Notes History Region in OA, Oracle Common Application Calendar User Guide.
View, but not update, note details. See: Viewing and Updating the Note Details Page in OA, Oracle Common Application Calendar User Guide.
Create notes. See: Using the Add Note Region in OA, Oracle Common Application Calendar User Guide.
Manage tasks, defined as the lowest units of work, that you can assign to yourself or other resources, and associate with customers, using the Oracle Applications Framework tasks features from Oracle Common Application Calendar. See: Using the Personalized Task Search and Result Page, Oracle Common Application Calendar User Guide.
You can view, update, create, and delete tasks. See: Creating, Updating, and Finding Tasks, Oracle Common Application Calendar User Guide.
Manage employee information for your organization, using Resource Manager.
Employees. See: Viewing Resource Information, Oracle Trading Community Architecture User Guide.
Groups. See: Viewing Your Group Membership Information, Oracle Trading Community Architecture User Guide.
Roles. See: Understanding Roles, Oracle Trading Community Architecture User Guide.
Related Topics
Introduction to Oracle Customers Online
The Home page is the starting point for accessing the customer information that you want to work on. You can quickly find customers, or browse items that you bookmarked or recently viewed. If you do not find a customer, you can create the organization or person.
The type of entity you want to search determines the search criteria and results.
Organization: Customers of type Organization.
Person: Customers of type Person, or persons who are contacts for organizations.
The simple and advanced searches are not case sensitive. You can use the symbol %as a wild card, but it is automatically appended to the end of your entry if the search is not using Data Quality Management (DQM).
Your administrator can set up this search to use DQM, which provides powerful and flexible search functionality. The available search criteria for DQM searches are based on the match rule that your administrator selects.
See: Searching for Organizations or Persons.
Create Organization: See: Creating Organizations or Persons.
Create Person: See: Creating Organizations or Persons.
Create Task: Create tasks that you can assign to yourself or other resources, and associate with customers, using the Oracle Applications Framework tasks features from Oracle Common Application Calendar. The available regions are similar to those for creating sales related tasks. See: Creating Tasks, Oracle Common Application Calendar User Guide.
Create Note: Create personal notes, using the Oracle Applications Framework notes features from Oracle Common Application Calendar. See: Using the Add Note Region in OA, Oracle Common Application Calendar User Guide.
Create Hierarchy: Create hierarchies you can use to visually manage hierarchical relationships. See: Creating Hierarchies.
Recent items include the last few items that you viewed in the application. You can access the overview of listed organizations, persons, or contacts. See: Overview.
View and access the organizations, persons, and contacts that you have manually bookmarked from the Overview page for that item. See: Overview. You can also:
Remove items from the bookmarked list.
Related Topics