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Setting Your Default Search Record Type

You can set your default search record type from your personal profile information. For example, you might want to modify your default search record type for your targeted searches from a Contact record to an Account record. For more information on using searches with Oracle CRM On Demand, see Finding Records. To set your default search record type, complete the steps in the following procedure.

To set your default search record type

  1. In the upper-right corner of any page, click the My Setup global link.
  2. In the Personal Profile section, click the Personal Profile link.
  3. In the Personal Information section, click the My Profile link
  4. In the Personal Detail page, click Edit.
  5. In the Personal Edit page, scroll down to the Additional Information section.
  6. Select the record type that you want in the Default Search Record Type picklist.
  7. Save the record.

Note: You must sign out and sign in again to Oracle CRM On Demand to see the changes.

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