Working with the Plan Contact HomepageThe Plan Contact Homepage is the starting point for managing plan contacts. NOTE: Your company administrator can customize the layout of your Plan Contact 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 Plan ContactYou can create a new plan contact by clicking the New button in the Recently Modified Plan Contacts section. For more information, see Creating Records and Plan Contact Fields. Working with Plan Contact ListsThe Plan Contacts 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 plan contacts.
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 Plan ContactsThe Recently Modified Plan Contacts section shows the plan contacts that have been modified most recently. To expand the list, click Show Full List. Adding Sections to Your Plan Contact HomepageIf your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Plan Contact Homepage:
To add sections to your Plan Contact Homepage
|
Published 7/6/2017 | Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices. |