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Working with the Contact State Licence Homepage

The Contact State Licence Homepage is the starting point for managing contact state licence records.

NOTE: Your company administrator can customise the layout of your Contact State Licence Homepage. In addition, if your user role includes the Personalise Homepages privilege, you can add sections to the page and remove sections from the page.

Creating a Contact State Licence

You can create a new contact state licence by clicking the New button in the Recently Modified Contact State Licences section. For more information, see Creating Records and Contact State Licence Fields.

Working with Contact State Licence Lists

The Contact State Licence 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 contact state licences.

Contact State Licence List

Filters

All Contact State Licences

All contact state licences to which you have visibility regardless of who owns the contact state licence.

Recently Modified Contact State Licences

All contact state licences with your name in the Owner field, sorted by the modified date.

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 Contact State Licences

The Recently Modified Contact State Licences section shows the Contact State Licences that you viewed most recently.

Click Show Full List to expand the list.

Adding Sections to your Contact State Licence Homepage

If your user role includes the Personalise Homepages privilege, you can add some or all of the following sections to your Contact State Licence Homepage:

  • Recently Created Contact State Licences
  • Recently Modified Contact State Licences
  • My Recently Created Contact State Licences
  • My Recently Modified Contact State Licences
  • Additional report sections (Your company administrator can make report sections available for display on your Contact State Licence Homepage.)

To add sections to your Contact State Licence Homepage

  1. On the Contact State Licence Homepage, click Edit Layout.
  2. On the Contact State Licence Homepage Layout page, click the directional arrows to add or remove sections, and to organise the sections on the page. Then click Save.


Published August 2018 Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices.