Oracle® CRM On Demand Marketing Release 5.4.10 |
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A View menu is located on all the main tab screens in Oracle CRM On Demand Marketing. When you click the down arrow a list of views related to each object appears. Selecting a view refreshes the screen with corresponding data, and each view displays a different subset of data and also different related columns. Views are useful when filtering a list when you are performing a search. The views that are available depend on which main list screen you have accessed.
The first time you access a main list screen, check the view, which is displayed automatically. The default view in most cases is either All or Recent. The Recent view displays all objects created or modified within the last 14 days.
Views work in conjunction with folders. For example, if you have a folder structure organized by market segment, and you want to display only the campaigns that you created for the healthcare industry, first click the corresponding folder, and then select either My Campaigns or My Active Campaigns from the view list.
The following table lists all the available views.
Tab Name | Item Name | View Name | Purpose |
---|---|---|---|
Campaigns | Campaigns | All Campaigns | All existing campaigns. |
Campaigns | Campaigns | Active Campaigns | Campaigns that have a status of In Progress and the current date is between the campaign Start Date and End Date (if specified). |
Campaigns | Campaigns | My Campaigns | Campaigns that were either created by you or where you are the owner. |
Campaigns | Campaigns | My Active Campaigns | Campaigns with a status of In Progress and with the current date between the campaign Start Date and End Date that were either created by you or where you are the owner. |
Campaigns | Campaigns | All Automated Campaigns | All existing campaigns with a campaign type of Adaptive or Dynamic Workflow. |
Campaigns | Programs | All Programs | All existing programs. |
Campaigns | Programs | My Programs | Programs that were either created by you or where you are the owner. |
Campaigns | Programs | Recent Programs | Programs that have been created or modified in the past 14 days. |
Campaigns | Programs | Program Registration Config | Programs with the registration configuration defined. |
Website | WebForms | All WebForms | All existing Web forms. |
Website | WebForms | My WebForms | Web forms created by you. |
Website | Microsites | All Microsites | All existing microsites. |
Website | Topics | All Topics | All existing topics. |
Website | Recommendation Rules | Recommendation Rules | All existing recommendation rules. |
Assets | Offers | Active Offers | All existing offers. |
Assets | Branding Templates | Branding Templates | All existing branding templates. |
Assets | Email Templates | Email Templates | All existing email templates. |
Assets | Microsite Templates | Microsite Templates | All existing microsite templates. |
Contacts | Contacts | Recently Modified Contacts | Contacts that were created or modified in the last two weeks. |
Contacts | Contacts | All Contacts | All existing contacts. |
Contacts | Target Lists | All Lists | All existing lists. |
Contacts | Target Lists | My Lists | Lists created by you. |
Contacts | Contact Attributes | All Attributes | All existing attributes. |
Contacts | Import Contacts | All Imports | All existing contact import configurations. |
Contacts | Import Contacts | Recent Contact Imports | Displays recent (past two weeks) contact import jobs initiated by all users. |
Contacts | Import Contacts | My Contact Imports | Displays recent (past two weeks) contact import jobs initiated by the active user. |
Contacts | Accounts | All Accounts | All existing accounts. |
Contacts | Accounts | Recent Accounts | Accounts updated within the last 14 days. |
Activities | Contact Activities | Recent Registrations | Registrations that took place within the past two weeks |
Activities | Contact Activities | All Registrations | All existing registrations. |
Activities | Contact Activities | Recent Known Website Visitors | Known visitors who visited the Web site within the past two weeks. |
Activities | Contact Activities | All Known Website Visitors | All Web site visitors who are also contacts. |
Activities | Queues | Recent Queue Assignments | Queue assignments within the past two weeks. |
Activities | Queues | All Queue Assignments | All queue assignments. |
Activities | Call Center | Open Prospects (Default View) | All open prospects assigned to call center queues for active agent. |
Activities | Call Center | Contact Attempted Prospects | Agents have attempted contact but were unsuccessful. |
Activities | Call Center | Contacted Prospects | Contact was made with the prospect, but the prospect has not been qualified or is disqualified. |
Activities | Call Center | Qualified Prospects | Agents have qualified the prospect for delivery to the Sales Department. |
Activities | Call Center | Disqualified Prospects | Agent determined that prospect is not qualified for delivery to the Sales Department. |
Activities | Call Center | Pending Follow-up Prospects | Agent has set a followup date to contact the prospect again. |
Activities | Email opt outs | Email opt outs | All unsubscribed prospects. |