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Wealth Management > Households > Working with the Household Homepage

Working with the Household Homepage

The Household Homepage is the starting point for managing households.

NOTE: Your company administrator can customize the layout of your Household 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 Household

You can create a household by clicking the New button in the My Recently Viewed Households section. For more information, see Creating Records and Household Fields.

Working with Household Lists

The Household Lists section shows a number of 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 Households.

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 Households

The My Recently Viewed Households section shows the households that you viewed most recently.

To expand the list, click Show Full List.

Adding Sections to Your Household Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Household Homepage:

• Recently Created Households
• Recently Modified Households
• My Recently Created Households
• My Recently Modified Households
• One or more report sections (Your company administrator can make report sections available for display on your Household Homepage.)

To add sections to your Household Homepage

1. On the Household Homepage, click Edit Layout.
2. On the Household 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 Household information:

• Households
• Managing Households
• Household Fields