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

Configuring Books

This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition.

Books are an efficient method of organizing and segregating records, so that users can collaborate without being team members for each record.

You can configure books for the following records:

• Policy
• Financial Account
• Financial Plan

A book can be associated with a record in two ways:

• By adding the book to the Book related information list on a Policy record.
• Automatically, through a workflow rule or batch assignment.

For more information about book management, see Oracle CRM On Demand Online Help.

Complete the steps in the following procedure to verify the administrator's role is set up for books.

Verifying the administrators role is set up for books

1. In the upper-right corner of any page, click the Admin global link.
2. In the User Management and Access Controls section of the Admin Homepage, click the User Management and Access Controls link.
3. In the Access Profile Management section, click the Access Profiles link.
4. On the Access Profiles page, click the Edit link for the Administrator Default Access Profile, and do the following:
   1. Navigate to Step 2 (Specify Access Levels) and click the Related Information next to the record type object.
   2. On the Related Information page, find Books, and select Full for the Access Level.
   3. Click Finish.
5. On the Access Profiles page, click the Edit link for the Administrator Owner Access Profile, and do the following:
   1. Navigate to Step 2 (Specify Access Levels) and click the Related Information next to the record type object.
   2. On the Related Information page, find Books, and select Full for the Access Level.
   3. Click Finish.

Complete the steps in the following procedure to add books to the record type page layout.

To add the book to page layout

1. In the upper-right corner of any page, click the Admin global link.
2. In the Application Customization section, click Application Customization.
3. In the Record Types Setup section, click the link for the record type.
4. In the Page Layout Management section, click the record type Page Layout link.
5. On the Policy Page Layout page, click the Edit link next to a layout.

   The Page Layout wizard opens.

6. In the wizard, go to Step 4 (Related Information), and use the directional arrows to add the Books option to the Available section.
7. Click Finish to save the record.

For more information about creating books, see Oracle CRM On Demand Online Help.