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Wealth Management > Financial Transactions > Working with the Financial Transaction Homepage

Working with the Financial Transaction Homepage

The Financial Transaction Homepage is the starting point for managing financial transactions.

NOTE: Your company administrator can customize the layout of your Financial Transaction Homepage. In addition, if your user role includes the Personalize Homepages privilege you can add sections to the page, and remove sections from the page.

Creating a Financial Transaction

You can create a financial transaction by clicking the New button in the Recently Modified Financial Transaction section. For more information, see Creating Records and Financial Transaction Fields.

Working with Financial Transaction Lists

Oracle CRM On Demand comes with a set of standard lists. All standard lists are public. You and your managers can create additional lists that are based on different criteria.

The following table describes the standard lists for financial transactions:

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only, so you cannot edit or delete them.

Viewing Recently Modified Financial Transactions

The Recently Modified Financial Transactions section shows the financial transactions that were most recently modified, sorted by the modified date.

To expand the list, click Show Full List.

Adding Sections to Your Financial Transaction Homepage

If your user role includes the Personalize Homepages privilege, you might be able to add additional sections to your Financial Transaction Homepage, depending on what your company administrator has set up.

The following procedure describes how to add sections to your Financial Transaction Homepage.

To add sections to your Financial Transaction Homepage

1. On the Financial Transaction Homepage, click Edit Layout.
2. On the Financial Transaction Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page.
3. Click Save.