Working with the Solution HomepageThe Solution Homepage is the starting point for managing solutions. NOTE: Your company administrator can customize the layout of your Solution 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 Solution RecordYou can create a solution record by clicking the New button in the My Recently Viewed Solutions section. For more information, see Creating Records and Solution Fields. Working with the Solution ListsThe Solution Lists section shows a number of 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 Solutions.
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 SolutionsThe My Recently Viewed Solutions section shows the solutions that you viewed most recently. Viewing Most Active SolutionsThe Most Active Solutions section shows the solutions that have been frequently linked with service requests. High usage can indicate to a service organization the specific areas where customers are being challenged by product and services. Organizations can respond by providing more information to service representatives to help customers or by providing more information to customers directly. Viewing Highest Rated SolutionsThe Highest Rated Solutions section lists the solutions with the highest cumulative ratings given by all individuals. Adding Sections to Your Solution HomepageIf your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Solution Homepage:
The following procedure describes how to add sections to your Solution Homepage. To add sections to your Solution Homepage
|
Published 1/9/2017 | Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices. |