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Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition > Configuring Field Setup for Oracle CRM On Demand Financial Services EditionIn Oracle CRM On Demand Financial Services Edition, there are 14 record types for insurance and financial services that have preconfigured fields for use in financial services industries. You can use these fields to add additional custom fields. You can configure these record types only if it is required for your company's specific needs. The 14 record types are: For information about each of these record types, see Oracle CRM On Demand Online Help. This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition. To configure field setup for Oracle CRM On Demand Financial Services Edition
For more information about field types and additional properties, see Oracle CRM On Demand Online Help. |
Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 32 | Copyright © 2016, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |