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Wealth Management > Financial Account Holders > Working with the Financial Account Holder Homepage

Working with the Financial Account Holder Homepage

The Financial Account Holder Homepage is the starting point for managing financial account holders.

NOTE: Your company administrator can customize the layout of your Financial Account Holder 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 Financial Account Holder

You can create a financial account holder by clicking the New button in the Recently Modified Financial Account Holders section. For more information, see Creating Records and Financial Account Holder Fields.

Working with Financial Account Holder Lists

Oracle 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 financial account holders.

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 Financial Account Holders

The Recently Modified Financial Account Holders section shows the financial account holders that were modified most recently.

To expand the list, click Show Full List.

Adding Sections to Your Financial Account Holders Homepage

If your user role includes the Personalize Homepages privilege, you might be able to add additional sections to your Financial Account Holder Homepage, depending on what your company administrator has made available for display on your Financial Account Holder Homepage.

The following procedure describes how to add sections to your Financial Account Holder Homepage.

To add sections to your Financial Account Holder Homepage

1. On the Financial Account Holder Homepage, click Edit Layout.
2. On the Financial Account Holder Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page.
3. Click Save.

Related Information

See the following topics for related financial account holder information:

• Managing Financial Account Holders
• Financial Account Holder Fields