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Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition > Record Types for Oracle CRM On Demand Financial Services Edition > Household Record TypeTable 13 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type. NOTE: Displaying the Total Net Worth and Last Activity fields impacts performance since these fields are contingent on the number of contacts. If required, these fields can be removed. |
Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 36 | Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |