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About the Favourite Contacts List

The Favourite Contacts list is a subset of your Favourite Records list. It shows only the contact records that you add to your favourite records. Depending on your company setup and your role setup, the Favourite Contacts list might be available in the following places in Oracle CRM On Demand:

  • The Contact Lists section of the Contacts Homepage.

    NOTE: If the Favourite Contacts list is not available by default in the Contact Lists section of the Contacts Homepage, then you might be able to add it to the set of lists that appears in the Contact Lists section. For information about changing sets of lists, see Changing Sets of Lists for Record Types.

  • The set of lists in Lookup windows where you search for contacts.
  • The Favourite Contacts section of the Contacts Homepage or My Homepage.

    The Favourite Contacts section shows the names of a maximum of 10 contacts that you added to your favourite records. The order of the contacts in the Favourite Contacts section is determined by the date on which you added the contacts to your favourite records, and not by the date on which the contact records were created. The contacts are listed in descending order by date, with the contact that you most recently added to your favourite records appearing at the top of the list. From the Favourite Contacts section, you can open the full list of your favourite contacts by clicking Show Full List.

    NOTE: Your administrator determines whether the Favourite Contacts section is available to be displayed on the Contacts Homepage or on My Homepage, or on both. If the Favourite Contacts section is not already displayed on the Contacts Homepage or on My Homepage, then you might be able to add it to the Homepage. For information about personalising your Homepages, see Changing Your Homepage Layouts.

When you open the Favourite Contacts list in the Favourite Contacts list page, the list shows the names of your favourite contacts and the dates on which you added the contacts to your favourite records. By default, the list is sorted according to the date on which you added the contacts to your favourite records, with the contact that you most recently added to your favourite records at the top of the list. You can change the sort order of the list and search for records in the list, but you cannot display additional fields in the list or add additional fields as criteria for the list filter.

Any contact that you add to your favourite records appears in your Favourite Records list as well as your Favourite Contacts list. You can have a maximum of 100 records in your Favourite Records list. If there are already 100 records in your Favourite Records list, and if you add another record to your favourite records, then the record that has been in your Favourite Records list for the longest time is dropped from the list to allow the new record to be added. If the record that is dropped from your Favourite Records list is a contact, then that contact no longer appears in your Favourite Records list or in your Favourite Contacts list, even if your Favourite Contacts list contains fewer than 100 records.

The following table describes the tasks that you can perform in the Favourite Contacts list page.

To do this

Follow these steps

Add a new contact

Click New.

NOTE: When you create a contact from the Favourite Contacts page, the new contact is not automatically added to your Favourite Contacts list. If you want to add the new contact to your Favourite Contacts list, then you must click the Add to Favourites icon in the Detail page for the new contact.

Filter the list

Use the Alpha Search controls and the Quick Filter fields to filter the list to help you find the record you want. For information about using the Alpha Search controls and the Quick Filter fields, see Filtering Lists.

Sort the Favourite Contacts list

Click a column heading in the list. By default, the list is sorted according to the date on which you added the contacts to your favourite records, with the contact that you most recently added to your favourite records at the top of the list.

Remove a record from the Favourite Contacts list

In the row for the record that you want to remove, click the Remove link. When you remove a contact from your Favourite Contacts list, the contact is also removed from your Favourite Records list, but the contact is not deleted from Oracle CRM On Demand.

Display details of a favourite contact

Click the name of the contact to display the Contact Detail page for that contact.

Change the set of lists that appears on the record Homepage and in picklists of lists.

For information about changing sets of lists, see Changing Sets of Lists for Record Types.


Published October 2016 Copyright © 2005, 2016, Oracle. All rights reserved. Legal Notices.