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Wealth Management > Financial Accounts > Working with the Financial Account Homepage

Working with the Financial Account Homepage

The Financial Account Homepage is the starting point for managing financial accounts.

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

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

Working with Financial Account 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 accounts.

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 Accounts

The Recently Modified Financial Accounts section shows the financial accounts that were modified most recently.

To expand the list, click Show Full List.

Adding Sections to Your Financial Account Homepage

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

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

To add sections to your Financial Account Homepage

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