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Sales > Contacts > Working with the Contacts Homepage

Working with the Contacts Homepage

The Contacts Homepage is the starting point for managing contacts.

NOTE: Your company administrator can customize the layout of your Contacts 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 Contact

You can create a contact by clicking the New button in the My Recently Viewed Contacts section. For more information, see Creating Records and Contact Fields.

Working with Contact Lists

The Contact Lists section shows a number of filtered 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 contacts.

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 Viewed Contacts

The My Recently Viewed Contacts section shows the contacts that you viewed most recently.

Viewing Favorite Contacts

The Favorite Contacts section shows the names of a maximum of 10 contacts that you added to your favorite records. The order of the contacts in the Favorite Contacts section is determined by the date on which you added the contacts to your favorite 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 favorite records appearing at the top of the list. From the Favorite Contacts section, you can open the full list of your favorite contacts by clicking Show Full List. For information about the Favorite Contacts list, see About the Favorite Contacts List.

Working with Contact Tasks

The My Open Contact Related Tasks section shows the tasks assigned to you, sorted by the due date and then by priority. You or your manager set the due date and priority. The task priority, such as 1-High, 2-Medium, or 3-Low, is indicated by arrows: an up arrow for high priority, no arrow for medium priority, a down arrow for low priority.

NOTE: If your company administrator changes the display values for the Priority field from the default values (for example, from the default value of 1-High to a value of Highest), then Oracle CRM On Demand does not display arrows in the Priority field for the task lists unless your company administrator uses the following patterns: 1-label, 2-label, or 3-label, where label is the name that your company administrator gives to the task priority. In this case, Oracle CRM On Demand displays an up arrow for 1-label, no arrow for 2-label, a down arrow for 3-label, and no arrow for any other display values. For example, Oracle CRM On Demand displays an up arrow for a value of 1-My Highest, but it displays no arrow for a value of My Highest. Oracle CRM On Demand displays no arrows for any custom values that your company administrator adds to the picklist for the Priority field. For more information about changing the default values for picklists, such as the Priority field, see Changing Picklist Values.

• To review a task, click the Subject link.
• To review the contact with which the task is associated, click the contact name.
• To expand the list of tasks, click Show Full List.

Using Reports to Analyze Contacts

One or more report sections might be shown on your Contacts Homepage (your company administrator can specify which report sections are shown on the page). In the standard edition of Oracle CRM On Demand, the Contact Analysis by Account section is shown, which displays contacts by account criteria, such as Region, State/Province, or Industry. For information about using the Contact Analysis by Account section, see Analyzing Contacts.

Adding Sections to Your Contacts Homepage

If your user role includes the Personalize Homepages privilege, you can add additional sections to your Contacts Homepage, depending on which sections your company administrator has made available for display on your Contacts Homepage.

To add sections to your Contacts Homepage

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