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

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

When setting up a related information page layouts, you can create a new layout, or you can copy or edit an existing layout. You can add fields to the related 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 13 record types that have preconfigured fields for common industry use. These objects have many of the related information layouts created for you, but you can make additions as necessary.

Company administrators typically set up the related information layouts for the following record types for each role in the Financial Services edition:

• Contact
• Financial Account
• Financial Product
• Policy

The tables after 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 related information 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.
3. In the Page Layout Management section, click the Related Information Page Layout.
4. In the Related Information Setup section, select the related information type you want to customize.

   The Related Information Layout page for the selected related information type appears.

   NOTE:  The items in the Related Information Setup section vary depending on which record type you select.

   If you want to create a copy of an existing layout, or to create a new layout, perform the following steps:

5. 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.

6. In Step 1 of the wizard, enter a name for the layout and (optionally) a description and click Next.
7. In Step 2 Field Setup, select fields from the available Fields list and use the up and down arrows next to the Selected Fields list to organize the fields in the order you want.

   NOTE:  For more information on field setup, see Configuring Field Setup for Oracle CRM On Demand Financial Services Edition.

8. Click Finish to save the layout.

Table 25 shows the sections that company administrators typically set up for related information page layouts for each role in Oracle CRM On Demand Financial Services Edition.

Table 26 shows the sections that company administrators typically set up for related information page layouts for each financial account in Oracle CRM On Demand Financial Services Edition.

Table 27 shows the sections that company administrators typically set up for related information page layouts for each financial product in Oracle CRM On Demand Financial Services Edition.

Table 28 shows the sections that company administrators typically set up for related information page layouts for each policy in Oracle CRM On Demand Financial Services Edition.