Setting Up Page Layouts for Oracle CRM On Demand Financial Services Edition
It is recommended that you set up page layouts for each role that you intend to create in Oracle CRM On Demand Financial Services Edition.
When setting up a page layout, you can create a new layout, or you can copy or edit an existing layout. You can add fields to the page layout as well as to the sections within the page, and you can also expose the related information in the page layout.
In Oracle CRM On Demand Financial Services Edition, there are 14 record types that have preconfigured fields for common industry use. The following record types have many of the page layouts created for you:
Broker Profile
Claim
Coverage
Damage
Financial Account
Financial Account Holder
Financial Account Holdings
Financial Plan
Financial Product
Financial Transaction
Insurance Property
Involved Party
Policy
Policy Holder
Company administrators typically set up the page layouts for the following record types for each role in Oracle CRM On Demand Financial Services Edition:
Activity
Appointment
Campaign
Contact
Household
Lead
Opportunity
Service Request
The tables in this procedure show the details of the page layouts and related information sections that company administrators typically set up for Oracle CRM On Demand Financial Services Edition.
This task is a step in Process of Configuring Oracle CRM On Demand Financial Services Edition.
To set up a page layout for Oracle CRM On Demand Financial Services Edition
In Oracle CRM On Demand, navigate to the Admin screen and then the Application Customization view.
In the Record Type Setup section, click the link for the required record type, for example, Contact.
In the Page Layout Management section, click the link for the required page layout type, for example, Contact Page Layout.
If you want to create a copy of an existing layout, or to create a new layout, perform the following steps:
On the record type Page Layout page, click the Copy link next to a layout to create a new layout that is based on an existing layout, or click New Layout on the title bar to create an entirely new layout.
The Page Layout wizard opens.
In Step 1 of the wizard, enter a name for the layout and (optionally) a description.
Click Finish to save the layout.
Note: You will return later to the Page Layout wizard to finish setting up the page layout.On the record type Page Layout page, click the Edit Sections link for the layout that you want to configure.
The Section Names Setup page opens.
Enter the labels for any new sections that you want to set up on the page layout.
The following table shows the sections that company administrators typically set up for page layouts for each role in Oracle CRM On Demand Financial Services Edition.
Page Layout Existing Section Name Rename To Contact
Contact Detail Information
Personal Profile
Additional Information
Financial Profile
Available Section
Investment Profile
Available Section
Additional Information
Household
Available Section
Household Financial Profile
Available Section
Household Investment Profile
Available Section
Additional Information
Appointment
Available Section
Appointment Result
Click Save.
On the record type Page Layout page, click the Edit link next to the layout that you want to configure.
The Page Layout wizard opens.
In the wizard, go to Step 2 (Field Setup), and specify the field setup for the page layout. For each available field, select either the Required or Read-Only check box, as necessary to support your business processes.
Note: You must deselect the Required check box for the Business Account field (that is, the renamed Account field) and the Close Date field on the opportunity page layout for each role in Oracle CRM On Demand Financial Services Edition.See the table in Step 10 of this procedure for details about the fields in the suggested page layouts and sections for Oracle CRM On Demand Financial Services Edition.
In the wizard, go to Step 3 (Field Layout), and configure the field layout for the page.
The following table shows the page layouts that are typically configured for each role in the Financial Service edition. Use the directional arrows to add fields to the various page sections, and remove any fields that are not needed, by moving them from the page sections to the Available Fields list.
Record Type Field on Left Side of Page Field on Right Side of Page Appointment
Key Appointment Information
Key Appointment Information
Subject
Start Time
Type
End Time
Location
Private
Related Items
Related Items
Primary Contact
Campaign
Opportunity
Account
Appointment Result
Appointment Result
Appointment Rescheduled
New Opportunity
New Fact Finder
Closing Interview
Number of Referral
Not applicable
Additional Information
Additional Information
Created By
Delegated By
Activity
Key Call Information
Key Call Information
Subject
Lead Name
Type
Contact Name
Status
Priority
Call Result
Due Date
Description
Not applicable
Related Items
Related Items
Primary Contact
Campaign
Opportunity
Account
Additional Information
Additional Information
Created By
Delegated By
Campaign
Key Campaign Information
Key Campaign Information
Campaign Name
Start Date
Campaign Type
End Date
Objective
Campaign Currency
Source Code
End Day
Audience
Not applicable
Offer
Not applicable
Campaign Plan Information
Campaign Plan Information
Revenue Target
Actual Cost
# Targeted
Not applicable
Additional Information
Additional Information
Owner
Modified By
Created By
General Notes
Contact
Key Contact Information
Key Contact Information
Mr./Mrs.
Work Phone #
First Name
Cellular Phone #
Middle Name
Home Phone #
Last Name
Email
Business Account
Employer
Contact Type
Self-Employed
Book Segment
Job Title
Contact ID
Profession
Status
Qualified Date
Date
Not applicable
Personal Profile
Personal Profile
Goals
Last Call Date
Client Since Date
Call Frequency
Demographic
Next Call Date
Date of Birth
Best Times to Call
Age
Referred By
Gender
Source
Marital Status
Last Activity Date
Financial Profile
Financial Profile
Assets Under Management
Total Assets
Investable Assets
Total Liabilities
Total Income
Net Worth
Total Expenses
Total Life Insurance
Annual Revenue
Credit Score
Potential Revenue
Tax Bracket
Not applicable
Contact Currency
Investment Profile
Investment Profile
Risk Tolerance
Goal-Priority 1
Investing Experience
Goal-Priority 2
Investment Horizon
Goal-Priority 3
Investment Mix
Goal-Priority 4
Additional Information
Additional Information
Advisor Team
Modified By
General Notes
Not applicable
Owner
Created
Household
Key Household Information
Key Household Information
Household Name
Primary Contact
Household Type
Primary Contact Phone
Segment
Risk Tolerance
Assets Under Management
Investment Horizon
Net Worth
Not applicable
Household Financial Profile
Household Financial Profile
Assets Under Management
Total Assets
Investable Assets
Total Liabilities
Total Income
Net Worth
Total Expenses
Total Life Insurance
Annual Revenue
Tax Bracket
Potential Revenue
Household Currency
Household Investment Profile
Household Investment Profile
Goal-Priority 1
Goal-Priority 3
Goal-Priority 2
Goal-Priority 4
Additional Information
Additional Information
Advisor Team
Modified By
Owner
Last Activity Date
General Notes
Not applicable
Lead
Key Lead Information
Key Lead Information
Mr./Ms.
Job Title
First Name
Profession
Last Name
Work Phone #
Address
Cellular Phone #
Email
Home Phone #
Referred By
Approximate Income
Profession
Age
Date of Birth
Not applicable
Opportunity Related Information
Opportunity Related Information
Status
Source
Rating
Campaign
Needs
Investable Assets
Estimated Close Date
Potential Revenue
Additional Information
Additional Information
Financial Advisor
Reassign Owner
Created
Owner
Modified
Not applicable
General Notes
Not applicable
Opportunity
Key Opportunity Information
Key Opportunity Information
Opportunity Name
Potential Revenue
Primary Contact Last Name
Potential Commission
Business Account
Close Date
Sales Stage
Not applicable
Opportunity Type
Not applicable
Product or Service
Not applicable
Sales Detail Information
Sales Detail Information
Status
Probability
Priority
Reason Won/Lost
Additional Information
Additional Information
Owner
Modified By
General Notes
Not applicable
Service Request
Contact Information
Contact Information
SR Number
Work Phone #
Contact
Cell Phone #
Business Account
Home Phone #
Preferred Contact Method
Email
Service Detail Information
Service Detail Information
Area
Priority
Issue
Status
Source
Opened Time
Modified By
Closed Time
Created By
Owner
SR Currency
Reassign Owner
Additional Information
Additional Information
Subject
Not applicable
Description
Not applicable
In the wizard, go to Step 4 (Related Information), and move the Related Information items to the Displayed Information or Available Information sections, as required.
The following table lists the related information sections that company administrators typically expose (that is, move to the Displayed Information section) in the page layouts for each role in Oracle CRM On Demand Financial Services Edition.
Page Layout Related Information Campaign
Open Activities
Completed Activities
Leads
Financial Accounts
Financial Plans
Policies
Notes
Attachments
Recipients
Contacts
Households
Contact Interests
Contact Relationships
Financial Account Holders
Policy Holders
Contact Team
Opportunities
Referrals
Notes
Service Requests
Campaigns
Attachments
Open Activities
Completed Activities
Addresses
Claims
Policies
Household
Contacts
Opportunities
Notes
Leads
Service Requests
Household Team
Attachments
Open Activities
Completed Activities
Portfolios
Lead
Lead Qualification Scripts
Open Activities
Completed Activities
Attachments
Opportunity
Contacts
Product Revenues
Notes
Open Activities
Completed Activities
Opportunity Partners
Opportunity Competitors
Leads
Attachments
Policy
Attachments
Books
Custom Objects
Open Activities
Completed Activities
Policy Holders
Coverages
Insurance Properties
Claims
Claims
Involved Parties
Damages
Open Activities
Completed Activities
Portfolios
Portfolios
Contacts
Open Activities
Completed Activities
Portfolio Team
Service Request
Open Activities
Completed Activities
Notes
Audit Trail
Attachments
Activity
Outlook Calendar. For an example, see Adding an Outlook Web Applet to a Task Detail Page as Related Information.
Partner
Partner Relationship
Addresses
Application
Lead
MDF Request
Broker Profile
Notes
Books
Partner Organization Books
Business Plans
Campaigns
Click Finish.