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Life Sciences > HCP Contact Allocations > Working with the HCP Contact Allocation Homepage

Working with the HCP Contact Allocation Homepage

The HCP Contact Allocation Homepage is the starting point for managing HCP contact allocations.

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

Before you begin. To work with HCP contact allocations, your user role must include the Enable Basic Samples Operations privilege.

Creating an HCP Contact Allocation

The samples administrator creates a new HCP contact allocation by clicking the New button in the Recently Modified HCP Contact Allocations section. For more information, see Creating Records and HCP Contact Allocation Fields.

NOTE: Although you can create HCP contact allocation records directly through the HCP Contact Allocation pages to create an individual record, it is recommended that you import the HCP contact allocation records into Oracle CRM On Demand, particularly when you must create a large number of records. For more information on importing HCP contact allocations, see HCP Contact Allocation Fields: Import Preparation.

Working with HCP Contact Allocation Lists

The HCP Contact Allocation 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. 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 HCP contact allocations.

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 Modified HCP Contact Allocations

The Recently Modified HCP Contact Allocations section shows the HCP contact allocations that were modified most recently.

Click Show Full List to expand the list.

Adding Sections to your HCP Contact Allocation Homepage

If your user role includes the Personalize Homepages privilege, then you might be able to add additional report sections to your HCP Contact Allocation Homepage. Your company administrator can make report sections available for display on your HCP Contact Allocation Homepage.

To add sections to your HCP Contact Allocation Homepage

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

Related Topics

See the following topics for related information about HCP contact allocations:

• HCP Contact Allocations
• Managing HCP Contact Allocations
• HCP Contact Allocation Fields