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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 > Activity Record TypeThe Activity record type allows insurance professionals to capture additional information about activities such as call results and the type of call. CAUTION: If you make a field required in the Activity Fields page, that field will be required for both the Task and Appointment record types. If you want to make a field required for Task but not Appointment, leave the field as not required in the Activity Fields page, and in step 2 of the Task Page Layout wizard, set the field as required. This ensures that the field is required for the Task record type, but not for the Appointment record type. Table 1 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.
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Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 33 | Copyright © 2016, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |