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Wealth Management > Financial Account Holdings > Working with the Financial Account Holding Homepage

Working with the Financial Account Holding Homepage

The Financial Account Holding Homepage is the starting point for managing financial account holdings.

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

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

Working with Financial Account Holding 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 holdings.

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 Holdings

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

To expand the list, click Show Full List.

Adding Sections to Your Financial Account Holding Homepage

If your user role includes the Personalize Homepages privilege, you might be able to add additional sections to your Financial Account Holding Homepage, depending on what your company administrator has set up.

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

To add sections to your Financial Account Holding Homepage

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