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Working with the Messaging Plan Item HomepageThe Messaging Plan Item Homepage is the starting point for managing messaging plan item records. This page displays information that is relevant to you. NOTE: Your company administrator can customize the layout of your Messaging Plan Item 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 Messaging Plan ItemYou can create a new messaging plan item by clicking the New button in the Recently Modified Messaging Plan Items section. For more information, see Creating Records and Messaging Plan Item Fields. Working with Messaging Plan Item ListsThe Messaging Plan Item Lists section shows a number of filtered lists. Filtered lists are subsets or groups of records that allow you to limit the number of records to work with at a time. The following table describes the standard lists for messaging plan items.
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 Recent Messaging Plan ItemsThe Recently Modified Messaging Plan Items section shows the messaging plan items you modified most recently. Click Show Full List to expand the list. Adding Sections to your Messaging Plan Item HomepageIf your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Messaging Plan Item Homepage:
To add sections to your Messaging Plan Item Homepage
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Published 1/9/2017 | Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices. |