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 >

Contact Interests Record Type


Table 5 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table 5. Contact Interests Record Type Fields
Field Name
Action

Interests

Rename to Category. Edit the picklist values as follows:

  • Culture
  • Food and Wine
  • Hobby
  • Investments
  • Physical Fitness
  • Professional Sports
  • Public Service
  • Travel

Category

Rename to Interests. Edit the picklist values as follows:

  • Aerobics
  • Alternative Investments
  • Backpacking
  • Ballet
  • Baseball
  • Basketball
  • Cabernet
  • Chardonnay
  • Charity Work
  • Church Board
  • Community Government
  • Domestic Travel
  • Equities
  • Film
  • Fine Art
  • Fixed Income
  • Food Bank Volunteer
  • Football
  • French Food
  • Gelato
  • Horseback Riding
  • Horse Racing
  • International Travel
  • Local Arts Board
  • Mexican Food

Category (continued)

  • Model Airplanes
  • Modern Dance
  • Mutual Funds
  • NASCAR
  • Numismatics
  • Opera
  • Philately
  • Pinot Noir
  • Port
  • Private Equity
  • Real Estate
  • Running
  • Soccer
  • Structured Products
  • Symphony
  • Tennis
  • Theatre
  • Weight Lifting

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