Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition >

Setting Up Page Layouts for Oracle CRM On Demand Financial Services Edition

It is recommended that you set up page layouts for each role that you intend to create in Oracle CRM On Demand Financial Services Edition.

NOTE:  The page layouts described in this guide are the layouts for the Detail and Edit pages where users view and edit existing records of the relevant record types. You can optionally create separate layouts for the pages where users enter information for new records, and then assign those layouts to your user roles. For information about creating layouts for new record pages, see Oracle CRM On Demand Online Help.

When setting up a page layout, you can create a new layout, or you can copy or edit an existing layout. You can add fields to the page layout as well as to the sections within the page, and you can also expose the related information in the page layout.

In Oracle CRM On Demand Financial Services Edition, there are 14 record types that have preconfigured fields for common industry use. The following record types have many of the page layouts created for you:

• Broker Profile
• Claim
• Coverage
• Damage
• Financial Account
• Financial Account Holder
• Financial Account Holdings
• Financial Plan
• Financial Product
• Financial Transaction
• Insurance Property
• Involved Party
• Policy
• Policy Holder

Company administrators typically set up the page layouts for the following record types for each role in Oracle CRM On Demand Financial Services Edition:

• Activity
• Appointment
• Campaign
• Contact
• Household
• Lead
• Opportunity
• Service Request

The tables in this procedure show the details of the page layouts and related information sections that company administrators typically set up for Oracle CRM On Demand Financial Services Edition.

This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition.

To set up a page layout for Oracle CRM On Demand Financial Services Edition

1. In Oracle CRM On Demand, navigate to the Admin screen and then the Application Customization view.
2. In the Record Type Setup section, click the link for the required record type, for example, Contact.
3. In the Page Layout Management section, click the link for the required page layout type, for example, Contact Page Layout.
4. If you want to create a copy of an existing layout, or to create a new layout, perform the following steps:
   1. On the record type Page Layout page, click the Copy link next to a layout to create a new layout that is based on an existing layout, or click New Layout on the title bar to create an entirely new layout.

      The Page Layout wizard opens.

   2. In Step 1 of the wizard, enter a name for the layout and (optionally) a description.
   3. Click Finish to save the layout.

      NOTE:  You will return later to the Page Layout wizard to finish setting up the page layout.

5. On the record type Page Layout page, click the Edit Sections link for the layout that you want to configure.

   The Section Names Setup page opens.

6. Enter the labels for any new sections that you want to set up on the page layout.

   The following table shows the sections that company administrators typically set up for page layouts for each role in Oracle CRM On Demand Financial Services Edition.

   Page Layout	Existing Section Name	Rename To
   Contact	Contact Detail Information	Personal Profile
   	Additional Information	Financial Profile
   	Available Section	Investment Profile
   	Available Section	Additional Information
   Household	Available Section	Household Financial Profile
   	Available Section	Household Investment Profile
   	Available Section	Additional Information
   Appointment	Available Section	Appointment Result

7. Click Save.
8. On the record type Page Layout page, click the Edit link next to the layout that you want to configure.

   The Page Layout wizard opens.

9. In the wizard, go to Step 2 (Field Setup), and specify the field setup for the page layout. For each available field, select either the Required or Read-Only check box, as necessary to support your business processes.

   NOTE:  You must deselect the Required check box for the Business Account field (that is, the renamed Account field) and the Close Date field on the opportunity page layout for each role in Oracle CRM On Demand Financial Services Edition.

   See the table in Step 10 of this procedure for details about the fields in the suggested page layouts and sections for Oracle CRM On Demand Financial Services Edition.

10. In the wizard, go to Step 3 (Field Layout), and configure the field layout for the page.

    The following table shows the page layouts that are typically configured for each role in the Financial Service edition. Use the directional arrows to add fields to the various page sections, and remove any fields that are not needed, by moving them from the page sections to the Available Fields list.

    Record Type	Field on Left Side of Page	Field on Right Side of Page
    Appointment	Key Appointment Information	Key Appointment Information
    	Subject	Start Time
    	Type	End Time
    	Location	Private
    	Related Items	Related Items
    	Primary Contact	Campaign
    	Opportunity	Account
    	Appointment Result	Appointment Result
    	Appointment Rescheduled	New Opportunity
    	New Fact Finder	Closing Interview
    	Number of Referral	Not applicable
    	Additional Information	Additional Information
    	Created By	Delegated By
    Activity	Key Call Information	Key Call Information
    	Subject	Lead Name
    	Type	Contact Name
    	Status	Priority
    	Call Result	Due Date
    	Description	Not applicable
    	Related Items	Related Items
    	Primary Contact	Campaign
    	Opportunity	Account
    	Additional Information	Additional Information
    	Created By	Delegated By
    Campaign	Key Campaign Information	Key Campaign Information
    	Campaign Name	Start Date
    	Campaign Type	End Date
    	Objective	Campaign Currency
    	Source Code	End Day
    	Audience	Not applicable
    	Offer	Not applicable
    	Campaign Plan Information	Campaign Plan Information
    	Revenue Target	Actual Cost
    	# Targeted	Not applicable
    	Additional Information	Additional Information
    	Owner	Modified By
    	Created By	General Notes
    Contact	Key Contact Information	Key Contact Information
    	Mr./Mrs.	Work Phone #
    	First Name	Cellular Phone #
    	Middle Name	Home Phone #
    	Last Name	Email
    	Business Account	Employer
    	Contact Type	Self-Employed
    	Book Segment	Job Title
    	Contact ID	Profession
    	Status	Qualified Date
    	Date	Not applicable
    	Personal Profile	Personal Profile
    	Goals	Last Call Date
    	Client Since Date	Call Frequency
    	Demographic	Next Call Date
    	Date of Birth	Best Times to Call
    	Age	Referred By
    	Gender	Source
    	Marital Status	Last Activity Date
    	Financial Profile	Financial Profile
    	Assets Under Management	Total Assets
    	Investable Assets	Total Liabilities
    	Total Income	Net Worth
    	Total Expenses	Total Life Insurance
    	Annual Revenue	Credit Score
    	Potential Revenue	Tax Bracket
    	Not applicable	Contact Currency
    	Investment Profile	Investment Profile
    	Risk Tolerance	Goal-Priority 1
    	Investing Experience	Goal-Priority 2
    	Investment Horizon	Goal-Priority 3
    	Investment Mix	Goal-Priority 4
    	Additional Information	Additional Information
    	Advisor Team	Modified By
    	General Notes	Not applicable
    	Owner	Created
    Household	Key Household Information	Key Household Information
    	Household Name	Primary Contact
    	Household Type	Primary Contact Phone
    	Segment	Risk Tolerance
    	Assets Under Management	Investment Horizon
    	Net Worth	Not applicable
    	Household Financial Profile	Household Financial Profile
    	Assets Under Management	Total Assets
    	Investable Assets	Total Liabilities
    	Total Income	Net Worth
    	Total Expenses	Total Life Insurance
    	Annual Revenue	Tax Bracket
    	Potential Revenue	Household Currency
    	Household Investment Profile	Household Investment Profile
    	Goal-Priority 1	Goal-Priority 3
    	Goal-Priority 2	Goal-Priority 4
    	Additional Information	Additional Information
    	Advisor Team	Modified By
    	Owner	Last Activity Date
    	General Notes	Not applicable
    Lead	Key Lead Information	Key Lead Information
    	Mr./Ms.	Job Title
    	First Name	Profession
    	Last Name	Work Phone #
    	Address	Cellular Phone #
    	Email	Home Phone #
    	Referred By	Approximate Income
    	Profession	Age
    	Date of Birth	Not applicable
    	Opportunity Related Information	Opportunity Related Information
    	Status	Source
    	Rating	Campaign
    	Needs	Investable Assets
    	Estimated Close Date	Potential Revenue
    	Additional Information	Additional Information
    	Financial Advisor	Reassign Owner
    	Created	Owner
    	Modified	Not applicable
    	General Notes	Not applicable
    Opportunity	Key Opportunity Information	Key Opportunity Information
    	Opportunity Name	Potential Revenue
    	Primary Contact Last Name	Potential Commission
    	Business Account	Close Date
    	Sales Stage	Not applicable
    	Opportunity Type	Not applicable
    	Product or Service	Not applicable
    	Sales Detail Information	Sales Detail Information
    	Status	Probability
    	Priority	Reason Won/Lost
    	Additional Information	Additional Information
    	Owner	Modified By
    	General Notes	Not applicable
    Service Request	Contact Information	Contact Information
    	SR Number	Work Phone #
    	Contact	Cell Phone #
    	Business Account	Home Phone #
    	Preferred Contact Method	Email
    	Service Detail Information	Service Detail Information
    	Area	Priority
    	Issue	Status
    	Source	Opened Time
    	Modified By	Closed Time
    	Created By	Owner
    	SR Currency	Reassign Owner
    	Additional Information	Additional Information
    	Subject	Not applicable
    	Description	Not applicable

11. In the wizard, go to Step 4 (Related Information), and move the Related Information items to the Displayed Information or Available Information sections, as required.

    The following table lists the related information sections that company administrators typically expose (that is, move to the Displayed Information section) in the page layouts for each role in Oracle CRM On Demand Financial Services Edition.

    Page Layout	Related Information
    Campaign	Open Activities
    	Completed Activities
    	Leads
    	Financial Accounts
    	Financial Plans
    	Policies
    	Notes
    	Attachments
    	Recipients
    Contacts	Households
    	Contact Interests
    	Contact Relationships
    	Financial Account Holders
    	Policy Holders
    	Contact Team
    	Opportunities
    	Referrals
    	Notes
    	Service Requests
    	Campaigns
    	Attachments
    	Open Activities
    	Completed Activities
    	Addresses
    	Claims
    	Policies
    Household	Contacts
    	Opportunities
    	Notes
    	Leads
    	Service Requests
    	Household Team
    	Attachments
    	Open Activities
    	Completed Activities
    	Portfolios
    Lead	Lead Qualification Scripts
    	Open Activities
    	Completed Activities
    	Attachments
    Opportunity	Contacts
    	Product Revenues
    	Notes
    	Open Activities
    	Completed Activities
    	Opportunity Partners
    	Opportunity Competitors
    	Leads
    	Attachments
    Policy	Attachments
    	Books
    	Custom Objects
    	Open Activities
    	Completed Activities
    	Policy Holders
    	Coverages
    	Insurance Properties
    	Claims
    Claims	Involved Parties
    	Damages
    	Open Activities
    	Completed Activities
    Portfolios	Portfolios
    	Contacts
    	Open Activities
    	Completed Activities
    	Portfolio Team
    Service Request	Open Activities
    	Completed Activities
    	Notes
    	Audit Trail
    	Attachments
    Activity	Outlook Calendar. For an example, see Adding an Outlook Web Applet to a Task Detail Page as Related Information.
    Partner	Partner Relationship
    	Addresses
    	Application
    	Lead
    	MDF Request
    	Broker Profile
    	Notes
    	Books
    	Partner Organization Books
    	Business Plans
    	Campaigns

12. Click Finish.