Bookshelf Home | Contents | Index | PDF     

Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition > Record Types for Oracle CRM On Demand Financial Services Edition >

Financial Transaction Record Type

The financial transaction record type allows bankers and financial advisors to view and track summary information about transactions.

Table 12 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table 12. Financial Transaction Record Type Fields
Field Name
Action

Transaction Type

 

Add picklist values:

  • Big Ticket
  • Buy
  • Failed
  • Out of Compliance
  • Pending
  • Redemption
  • Sell

    
Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 33 Copyright © 2016, Oracle and/or its affiliates. All rights reserved. Legal Notices.