Oracle CRM On Demand Documentation Library: Contact Record Type

Table 4 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table 4. Contact Record Type Fields
Field Name	Action
Annual Revenue	Create a new currency type field.
Assets Under Management	Create a new currency type field.
Best times to call	Create a new multiselect picklist field with the following values: Early afternoon Early morning Evening Later afternoon Mid-morning Noon Saturday Sunday Weekend
Customer Since	Create a new date type field.
Employer	Create a new text (short) type field.
Goal - Priority 1	Create a new picklist field with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Goal - Priority 2	Create a new picklist field with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Goal - Priority 3	Create a new picklist field with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Goal - Priority 4	Create a new picklist field with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Goal - Priority 5	Create a new picklist field with the following values: Asset Preservation New Home Predictable Income Retirement Risk Management Saving for College Tax Sheltering Vacation Home Wealth Accumulation
Investable assets	Create a new currency type field.
Investment mix	Create a new multiselect picklist field with the following values: Agencies Alternatives Bonds Currencies Equities Futures Hedge funds Limited partnerships Managed futures Money markets Mutual funds Options Structured products Treasuries
Potential Revenue	Create a new currency type field.
Total Life Insurance	Create a new currency type field.
Status	Add the picklist values with: Active Quiet Filed Dead Filed
Account	Rename to Business Account.
Call Frequency	Edit the picklist values as follows: Annually Bi-monthly Monthly Quarterly Semi-annually
Contact Type	Edit the picklist values as follows: Center of Influence Client Customer Colleague Dead End Friend Lead Prospect
Customer ID	Rename to Contact ID.
Experience Level	Rename to Investing Experience. Edit the picklist values as follows: Expert Limited None Professional Proficient
Investment Horizon	Edit the picklist values as follows: Less than 5 Years 5 to 10 Years 10 to 15 Years 15 to 20 Years More than 20 Years
Lead Source	Rename to Source. Edit the picklist values as follows: Advertisement Direct Mail Email Event - Client Appreciation Event - Other Event - Seminar Event - Trade Show List - Purchased List - Rented Other Referral - Client Referral - External Referral -Other Web Site
Primary Group	Rename to Advisor Team
Risk Profile	Rename to Risk Tolerance. Edit the picklist values as follows: Aggressive Conservative Moderate
Tier	Rename to Book Segment. Edit the picklist values as follows: Diamond Platinum Gold Silver Unassigned
Total Net Worth	Rename to Net Worth.

Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 37		Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.