Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition >
Setting Up Page Layouts for Oracle CRM On Demand Financial Services Edition
It is recommended that you set up page layouts for each role that you intend to create in Oracle CRM On Demand Financial Services Edition. NOTE: The page layouts described in this guide are the layouts for the Detail and Edit pages where users view and edit existing records of the relevant record types. You can optionally create separate layouts for the pages where users enter information for new records, and then assign those layouts to your user roles. For information about creating layouts for new record pages, see Oracle CRM On Demand Online Help.
When setting up a page layout, you can create a new layout, or you can copy or edit an existing layout. You can add fields to the page layout as well as to the sections within the page, and you can also expose the related information in the page layout. In Oracle CRM On Demand Financial Services Edition, there are 14 record types that have preconfigured fields for common industry use. The following record types have many of the page layouts created for you:
- Broker Profile
- Claim
- Coverage
- Damage
- Financial Account
- Financial Account Holder
- Financial Account Holdings
- Financial Plan
- Financial Product
- Financial Transaction
- Insurance Property
- Involved Party
- Policy
- Policy Holder
Company administrators typically set up the page layouts for the following record types for each role in Oracle CRM On Demand Financial Services Edition:
- Activity
- Appointment
- Campaign
- Contact
- Household
- Lead
- Opportunity
- Service Request
The tables in this procedure show the details of the page layouts and related information sections that company administrators typically set up for Oracle CRM On Demand Financial Services Edition. This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition. To set up a page layout for Oracle CRM On Demand Financial Services Edition
- In Oracle CRM On Demand, navigate to the Admin screen and then the Application Customization view.
- In the Record Type Setup section, click the link for the required record type, for example, Contact.
- In the Page Layout Management section, click the link for the required page layout type, for example, Contact Page Layout.
- If you want to create a copy of an existing layout, or to create a new layout, perform the following steps:
- On the record type Page Layout page, click the Copy link next to a layout to create a new layout that is based on an existing layout, or click New Layout on the title bar to create an entirely new layout.
The Page Layout wizard opens.
- In Step 1 of the wizard, enter a name for the layout and (optionally) a description.
- Click Finish to save the layout.
NOTE: You will return later to the Page Layout wizard to finish setting up the page layout.
- On the record type Page Layout page, click the Edit Sections link for the layout that you want to configure.
The Section Names Setup page opens.
- Enter the labels for any new sections that you want to set up on the page layout.
The following table shows the sections that company administrators typically set up for page layouts for each role in Oracle CRM On Demand Financial Services Edition.
|
|
|
Contact |
Contact Detail Information |
Personal Profile |
Additional Information |
Financial Profile |
Available Section |
Investment Profile |
Available Section |
Additional Information |
Household |
Available Section |
Household Financial Profile |
Available Section |
Household Investment Profile |
Available Section |
Additional Information |
Appointment |
Available Section |
Appointment Result |
- Click Save.
- On the record type Page Layout page, click the Edit link next to the layout that you want to configure.
The Page Layout wizard opens.
- In the wizard, go to Step 2 (Field Setup), and specify the field setup for the page layout. For each available field, select either the Required or Read-Only check box, as necessary to support your business processes.
NOTE: You must deselect the Required check box for the Business Account field (that is, the renamed Account field) and the Close Date field on the opportunity page layout for each role in Oracle CRM On Demand Financial Services Edition.
See the table in Step 10 of this procedure for details about the fields in the suggested page layouts and sections for Oracle CRM On Demand Financial Services Edition.
- In the wizard, go to Step 3 (Field Layout), and configure the field layout for the page.
The following table shows the page layouts that are typically configured for each role in the Financial Service edition. Use the directional arrows to add fields to the various page sections, and remove any fields that are not needed, by moving them from the page sections to the Available Fields list.
|
Field on Left Side of Page |
Field on Right Side of Page |
Appointment |
Key Appointment Information |
Key Appointment Information |
Subject |
Start Time |
Type |
End Time |
Location |
Private |
Related Items |
Related Items |
Primary Contact |
Campaign |
Opportunity |
Account |
Appointment Result |
Appointment Result |
Appointment Rescheduled |
New Opportunity |
New Fact Finder |
Closing Interview |
Number of Referral |
Not applicable |
Additional Information |
Additional Information |
Created By |
Delegated By |
Activity |
Key Call Information |
Key Call Information |
Subject |
Lead Name |
Type |
Contact Name |
Status |
Priority |
Call Result |
Due Date |
Description |
Not applicable |
Related Items |
Related Items |
Primary Contact |
Campaign |
Opportunity |
Account |
Additional Information |
Additional Information |
Created By |
Delegated By |
Campaign |
Key Campaign Information |
Key Campaign Information |
Campaign Name |
Start Date |
Campaign Type |
End Date |
Objective |
Campaign Currency |
Source Code |
End Day |
Audience |
Not applicable |
Offer |
Not applicable |
Campaign Plan Information |
Campaign Plan Information |
Revenue Target |
Actual Cost |
# Targeted |
Not applicable |
Additional Information |
Additional Information |
Owner |
Modified By |
Created By |
General Notes |
Contact |
Key Contact Information |
Key Contact Information |
Mr./Mrs. |
Work Phone # |
First Name |
Cellular Phone # |
Middle Name |
Home Phone # |
Last Name |
Email |
Business Account |
Employer |
Contact Type |
Self-Employed |
Book Segment |
Job Title |
Contact ID |
Profession |
Status |
Qualified Date |
Date |
Not applicable |
Personal Profile |
Personal Profile |
Goals |
Last Call Date |
Client Since Date |
Call Frequency |
Demographic |
Next Call Date |
Date of Birth |
Best Times to Call |
Age |
Referred By |
Gender |
Source |
Marital Status |
Last Activity Date |
|
Financial Profile |
Financial Profile |
Assets Under Management |
Total Assets |
Investable Assets |
Total Liabilities |
Total Income |
Net Worth |
Total Expenses |
Total Life Insurance |
Annual Revenue |
Credit Score |
Potential Revenue |
Tax Bracket |
Not applicable |
Contact Currency |
Investment Profile |
Investment Profile |
Risk Tolerance |
Goal-Priority 1 |
Investing Experience |
Goal-Priority 2 |
Investment Horizon |
Goal-Priority 3 |
Investment Mix |
Goal-Priority 4 |
Additional Information |
Additional Information |
Advisor Team |
Modified By |
General Notes |
Not applicable |
Owner |
Created |
Household |
Key Household Information |
Key Household Information |
Household Name |
Primary Contact |
Household Type |
Primary Contact Phone |
Segment |
Risk Tolerance |
Assets Under Management |
Investment Horizon |
Net Worth |
Not applicable |
Household Financial Profile |
Household Financial Profile |
Assets Under Management |
Total Assets |
Investable Assets |
Total Liabilities |
Total Income |
Net Worth |
Total Expenses |
Total Life Insurance |
Annual Revenue |
Tax Bracket |
Potential Revenue |
Household Currency |
Household Investment Profile |
Household Investment Profile |
Goal-Priority 1 |
Goal-Priority 3 |
|
Goal-Priority 2 |
Goal-Priority 4 |
Additional Information |
Additional Information |
Advisor Team |
Modified By |
Owner |
Last Activity Date |
General Notes |
Not applicable |
Lead |
Key Lead Information |
Key Lead Information |
Mr./Ms. |
Job Title |
First Name |
Profession |
Last Name |
Work Phone # |
Address |
Cellular Phone # |
Email |
Home Phone # |
Referred By |
Approximate Income |
Profession |
Age |
Date of Birth |
Not applicable |
Opportunity Related Information |
Opportunity Related Information |
Status |
Source |
Rating |
Campaign |
Needs |
Investable Assets |
Estimated Close Date |
Potential Revenue |
Additional Information |
Additional Information |
Financial Advisor |
Reassign Owner |
Created |
Owner |
Modified |
Not applicable |
General Notes |
Not applicable |
Opportunity |
Key Opportunity Information |
Key Opportunity Information |
Opportunity Name |
Potential Revenue |
Primary Contact Last Name |
Potential Commission |
Business Account |
Close Date |
Sales Stage |
Not applicable |
Opportunity Type |
Not applicable |
Product or Service |
Not applicable |
Sales Detail Information |
Sales Detail Information |
|
Status |
Probability |
Priority |
Reason Won/Lost |
Additional Information |
Additional Information |
Owner |
Modified By |
General Notes |
Not applicable |
Service Request |
Contact Information |
Contact Information |
SR Number |
Work Phone # |
Contact |
Cell Phone # |
Business Account |
Home Phone # |
Preferred Contact Method |
Email |
Service Detail Information |
Service Detail Information |
Area |
Priority |
Issue |
Status |
Source |
Opened Time |
Modified By |
Closed Time |
Created By |
Owner |
SR Currency |
Reassign Owner |
Additional Information |
Additional Information |
Subject |
Not applicable |
Description |
Not applicable |
- In the wizard, go to Step 4 (Related Information), and move the Related Information items to the Displayed Information or Available Information sections, as required.
The following table lists the related information sections that company administrators typically expose (that is, move to the Displayed Information section) in the page layouts for each role in Oracle CRM On Demand Financial Services Edition.
|
|
Campaign |
Open Activities |
Completed Activities |
Leads |
Financial Accounts |
Financial Plans |
Policies |
Notes |
Attachments |
Recipients |
Contacts |
Households |
Contact Interests |
Contact Relationships |
Financial Account Holders |
Policy Holders |
Contact Team |
Opportunities |
Referrals |
Notes |
Service Requests |
Campaigns |
Attachments |
Open Activities |
Completed Activities |
Addresses |
Claims |
Policies |
Household |
Contacts |
Opportunities |
Notes |
Leads |
Service Requests |
Household Team |
Attachments |
Open Activities |
Completed Activities |
Portfolios |
Lead |
Lead Qualification Scripts |
Open Activities |
Completed Activities |
Attachments |
Opportunity |
Contacts |
Product Revenues |
Notes |
Open Activities |
Completed Activities |
Opportunity Partners |
Opportunity Competitors |
Leads |
Attachments |
Policy |
Attachments |
Books |
Custom Objects |
Open Activities |
Completed Activities |
Policy Holders |
Coverages |
Insurance Properties |
Claims |
Claims |
Involved Parties |
Damages |
Open Activities |
Completed Activities |
Portfolios |
Portfolios |
Contacts |
Open Activities |
Completed Activities |
Portfolio Team |
Service Request |
Open Activities |
Completed Activities |
Notes |
Audit Trail |
Attachments |
Activity |
Outlook Calendar. For an example, see Adding an Outlook Web Applet to a Task Detail Page as Related Information. |
Partner |
Partner Relationship |
Addresses |
Application |
Lead |
MDF Request |
Broker Profile |
Notes |
Books |
Partner Organization Books |
Business Plans |
Campaigns |
- Click Finish.
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