Working with the Coverage HomepageThe Coverage Homepage is the starting point for managing coverage records. NOTE: Your company administrator can customize the layout of your Coverage Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page, and remove sections from the page. Creating a Coverage RecordYou can create a coverage record by clicking the New button in the Recently Modified Coverages section. For more information, see Creating Records and Coverage Fields. Working with Coverage ListsOracle CRM On Demand comes with a set of standard lists. All standard lists are public. You and your managers can create additional lists that are based on different criteria. The following table describes the standard lists for coverages.
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 Recently Modified CoveragesThe Recently Modified Coverages section shows the coverages you viewed most recently. To expand the list, click Show Full List. Adding Sections to Your Coverage HomepageIf your user role includes the Personalize Homepages privilege, you can add additional sections to your Coverage Homepage, depending on which sections your company administrator has made available for display on your Coverage Homepage. To add sections to your Coverage Homepage
Related InformationSee the following topics for related coverage information: |
Published 6/21/2021 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |