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Aaccess profiles, setting up for Financial Services roles 1 activity record type 1 appointment record type 1 Bbooks configuring 1 broker profile record type 1 Ccascading picklists configuring for Oracle CRM On Demand Financial Services Edition 1 claim record type 1 configuring cascading picklists for Oracle CRM On Demand Financial Services Edition 1 field setup for Oracle CRM On Demand Financial Services Edition 1 Oracle CRM On Demand Financial Services Edition 1 contact interest record type 1 contact record type 1 coverage record type 1 custom objects configuring for policies 1 Eexample configuration picklists 1 activity type 1 contact interests 1 financial products 1 service requests 1 Ffield setup configuring for Oracle CRM On Demand Financial Services Edition 1 financial account holder record type 1 financial account record type 1 financial advisors modifying search layouts and related information 1 setting up access profiles 1 setting up page layouts and related information 1 , 2 setting up roles 1 financial plan record type 1 financial product record type 1 financial transaction record type 1 Hhomepage layouts, assigning to Financial Services roles 1 household record type 1 Iindustry editions, provisioning of 1 insurance property record type 1 involved party record type 1 Llayouts assigning homepage layouts to Financial Services roles 1 assigning page layouts to Financial Services roles 1 assigning search layouts to Financial Services roles 1 modifying search layouts for Oracle CRM On Demand Financial Services Edition 1 setting up page layouts for Oracle CRM On Demand Financial Services Edition 1 , 2 suggested field layouts for Oracle CRM On Demand Financial Services Edition 1 suggested page sections for Oracle CRM On Demand Financial Services Edition 1 suggested related information sections for Oracle CRM On Demand Financial Services Edition 1 lead record type 1 Mmy team policies list configuring 1 Oopportunity record type 1 Oracle CRM On Demand Financial Services Edition configuration overview 1 configuring cascading picklists 1 configuring field setup 1 configuring producer success model workflows 1 modifying sales stages 1 modifying search layouts and related information 1 setting up access profiles 1 setting up page layouts and related information 1 , 2 setting up roles 1 Outlook Web applet 1 Ppage layouts assigning to Financial Services roles 1 setting up for Oracle CRM On Demand Financial Services Edition 1 , 2 suggested field layouts for Oracle CRM On Demand Financial Services Edition 1 suggested page sections for Oracle CRM On Demand Financial Services Edition 1 suggested related information sections for Oracle CRM On Demand Financial Services Edition 1 policy holder record type 1 policy record type 1 privileges, setting for Financial Services roles 1 producer success model about configuring workflows for 1 configuring workflow rules and actions 1 defined 1 provisioning of industry editions 1 Rrecord type access, setting up for Financial Services roles 1 record types activity 1 appointment 1 broker profile 1 claim 1 contact 1 contact interest 1 coverage 1 financial account 1 financial account holder 1 financial plan 1 financial product 1 financial transaction 1 household 1 insurance property 1 involved party 1 lead 1 opportunity 1 policy 1 policy holder 1 service request 1 roles assigning homepage layouts 1 assigning page layouts 1 assigning search layouts 1 creating financial administrator role 1 selecting access profiles 1 setting privileges 1 setting record type access 1 setting tab access 1 setting up Financial Services roles 1 Ssales stages modifying 1 ordering 1 search layouts modifying for Oracle CRM On Demand Financial Services Edition 1 service request record type 1 Ttab access and order, setting for Financial Services roles 1 Wworkflows configuring for the producer success model 1 configuring rules scheduling calls with clients 1 creating a referral call rule for a for new lead 1 creating rules for call result followup calls 1 |
Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 32 | Copyright © 2016, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |