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Sales > Assets > Working with the Asset Homepage

Working with the Asset Homepage

From the Asset Homepage, you can create lists of assets, and you can create asset records.

NOTE: Your administrator can customize the layout of your Asset Homepage. In addition, if your user role includes the Personalize Homepages privilege, then you can add sections to the page and remove sections from the page.

Creating an Asset

You can create an asset by clicking New in the Recently Modified Assets section. For information about the fields in asset records, see Tracking Assets. For general information about creating records, see Creating Records.

Working with Asset Lists

The Asset 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 assets. The lists include the asset records that are created in the following areas of Oracle CRM On Demand:

• The Asset pages
• The Vehicle and Portfolio pages
• The Assets related information section in the Detail pages for account, contact, and custom object records

  Asset List	Filters
  All Assets	All assets to which you have visibility, regardless of who owns the asset.
  Recently Modified Assets	All assets to which you have visibility, sorted by the modified date.

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.

Viewing Recently Modified Assets

The Recently Modified Assets section shows the titles of the asset records that were modified most recently.

NOTE: If a serial number is entered in an asset record, then the serial number is used as the title of the asset. Otherwise, the product name is used. In the Recently Modified Assets section of the Asset Homepage, and in other pages where the asset title appears, you can drill down from the asset title to open the asset record.

Adding Sections to Your Asset Homepage

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

To add sections to your Asset Homepage

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

Related Topics

See the following topic for related information:

• Tracking Assets