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Wealth Management > Portfolios > Managing Portfolio Accounts

Managing Portfolio Accounts

To manage portfolio accounts, do the following tasks:

• Tracking Key Contacts for Portfolio Accounts
• Specifying Portfolio Subaccounts

NOTE: This feature is not part of the standard application, so it might not be available in your version of Oracle CRM On Demand.

For step-by-step procedures that are common to many record types, see:

• Creating Records
• Updating Record Details
• Linking Records to Your Selected Record
• Working with Lists
• Linking Records to Your Selected Record (including referrals)
• Sharing Records (Teams)
• Transferring Ownership of Records
• Adding Notes
• Attaching Files and URLs to Records
• Deleting and Restoring Records
• Renaming Record Types
• Merging Records
• Managing Calendars and Activities
• Process of Setting Up Books
• Creating Web Applets for Record Types
• Viewing Audit Trails for Records

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

Also, depending on the access level that you have, you might not be able to perform all procedures described in the preceding list.

Related Information

See the following topics for related Portfolio Account information:

• Working with the Portfolio Account Homepage
• Portfolio Account Fields