1. Configuration Guide for Oracle CRM On Demand Financial Services Edition
  2. Enabling a Search Layout for Oracle CRM On Demand Financial Services Edition

Enabling a Search Layout for Oracle CRM On Demand Financial Services Edition

Now you must enable the search layout you configured in the previous procedure for each role in Oracle CRM On Demand Financial Services Edition.

To enable a search layout for Oracle CRM On Demand Financial Services Edition

  1. In Oracle CRM On Demand, navigate to Admin, User Management and Access Controls, and then the Role Management view.

  2. Click the edit link next to the role that you want to enable in the Search Layout.

    The Role Management wizard opens.

  3. Go to Step 7 of the wizard, Search Layout Assignment and on the Insurance Property record type, select the search layout name that you configured in the previous procedure.

  4. Click Finish.