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Automotive > Vehicles > Managing Vehicles

Managing Vehicles

The following topics describe optional configuration that can be performed by your company administrator when managing vehicles in Oracle CRM On Demand:

• Enabling a Vehicle Product Type
• Enabling Vehicle Association on Service Requests

Click a topic to see step-by-step procedures to do the following:

• Updating Vehicle Ownership
• Tracking Service requests for Vehicles
• Tracking Sales Histories of Vehicles
• Tracking Service Histories of Vehicles
• Tracking Financial Information for Vehicles

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
• Working with Records
• Adding Notes
• Transferring Ownership of Records
• Tracking Assets (includes linking vehicles to accounts)
• Attaching Files and URLs to Records
• Viewing Audit Trails for Records
• Deleting and Restoring Records
• Tracking Assets (includes linking vehicles to accounts)
• Renaming Record Types

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.

TIP: In the standard application, vehicles are included in the lists of portfolio accounts in Oracle CRM On Demand. However, if your administrator selects the Exclude Vehicle/Assets Records from Portfolio Accounts check box on the company profile, then vehicles are not included in the lists of portfolio accounts.

Related Information

See the following topics for related Vehicle information:

• Vehicles
• Vehicle Fields
• Working With the Vehicle Homepage
• Analytics