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Getting Started > What To Do First

What To Do First

Your company administrator has probably imported company-wide records for accounts, contacts, leads, and so on. Follow these instructions to get you up and running quickly:

• Signing In as a New User
• Updating Your Personal Details
• Displaying Your Tabs
• Importing Your Contacts
• Creating Records
• Finding Records
• Updating Record Details
• Linking Records to Accounts

TIP:  Click the Help link from any page for information regarding procedures, concepts, and guidelines specific to the record type you are working with. From any Help window, you can access the PDF version of the help content, allowing you to print a range of topics or the entire help content.

Note for first-time users:

• Your administrator might set up some alert messages so that they appear in separate windows when you sign in to Oracle CRM On Demand. If an alert window appears when you sign in, you can do the following after you read the message:
  • If you do not want this alert to show again in a separate window when you sign in to Oracle CRM On Demand, then select the check box labeled “I have read this, never show again”. After you close the alert window, the alert will not appear again in a separate alert window, but the alert continues to be available to you through the Alerts section of My Homepage until the alert expires.
  • Click OK to close the alert window.
• If the Activity Notification field settings at user level or at company level allow you to receive pop-up reminders, then when you sign in to Oracle CRM On Demand, the Activity Reminder pop-up window displays any reminders that are due for activities that you own or on which you appear in the list of users. If any alert windows appear when you sign in, then you must close the alert windows before you can interact with the Activity Reminder pop-up window. For more information about the Activity Reminder pop-up window, see About Activity Reminders.
• You might not see data in reports for the first 24-hour period after signing in because most reports are updated nightly. For example, the reports appearing on the Accounts, Contacts, and Opportunities Homepages will not show data until after that initial period.
• You may not see forecasts, either, because forecast records are generated once a week or once a month. When generating forecast records, the system checks several fields in your records to determine which information to include in the forecast calculations. Therefore, forecast records don’t appear until the specified period has elapsed and data exists to include in the forecast.

About Running Other Applications

Other applications running in the background might interfere with Oracle CRM On Demand. For example, pop-up blockers can cause your mouse to lock. If you encounter some unconventional behavior, make sure these applications are not running:

• Virus checkers
• External Java Runtime Environments
• Pop-up blockers
• External toolbars for your browser

NOTE: Ensure that your browser settings allow JavaScript to run and pop-up dialog boxes to display.