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Contact Team Real-Time Reporting Subject AreaAvailabilityThis subject area is available in all editions of Oracle CRM On Demand. Business PurposeThis subject area allows the reporting of the many-to-many relationship between contacts and team members. You can use it to list all team members associated with a contact and all contacts where a user is added as a team member. You can also use it to report on the Primary Account associated to the Contact. You cannot use this subject area to report on contacts who are not associated with any user or to report on users not linked to a contact. Relationship TypeMany-to-many DimensionsThis subject area has the following dimensions:
Metrics
Usage NotesThe Contact dimension includes a Book hierarchy, which enables you to analyze metrics and related attributes at any level. In the Contact Team Optimized Custom Fields folder for the Contact Team dimension, the first five custom fields (that is, the first five fields that were created) of each of the following field types are available:
In the Contact Team Optimized Custom Metrics folder, the first five custom fields (that is, the first five fields that were created) of each of the following field types are available as metrics:
Data Visibility. This subject area always uses the Team Visibility mode, regardless of which settings are defined in your profile or in the company profile. For that reason, you can always report on all the contacts where you are either the owner or a team member. |
Published 6/21/2021 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |