PeopleSoft CRM Portal Pack Pagelets
This topic lists the pagelets that make up PeopleSoft CRM Portal Pack and identifies:
The audience for the pagelet: employees or customers.
The audience also identifies the portal registry where the pagelet is registered.
The role of the person who uses the pagelet.
These are functional roles, not delivered PeopleTools roles.
The pagelet's enabling application.
The enabling application provides the information that appears in the pagelet.
Pagelet Name |
Audience |
Functional Role |
Enabling Application |
---|---|---|---|
Catalog Search RX_PROD_SRCH_PGT |
Customer |
Customer, consumer, or broker |
PeopleSoft Order Capture Self Service |
My Reports RC_CASE_SW_SS_RPT.GBL |
Customer |
Customer |
Any PeopleSoft CRM application |
Recent Cases RC_SS_SW, RC_SS_SW_W |
Customer |
Customer, consumer, or broker |
PeopleSoft Support Self Service |
Recent Orders RE_C_QUO_PGT |
Customer |
Customer, consumer, or broker |
PeopleSoft Order Capture |
Recent Quotes RE_C_ORD_PGT |
Customer |
Customer, consumer, or broker |
PeopleSoft Order Capture |
Services RBT_SERV_PGT |
Customer |
Customer, consumer, or broker |
PeopleSoft Order Capture Self Service |
Shopping Cart RE_CART_PGT |
Customer |
Customer, consumer, or broker |
PeopleSoft Order Capture |
Site Selection RX_LANG_SEL_PGLTL |
Customer |
Guest user |
PeopleSoft Order Capture |
Agreements RI_PE_AGREEMENT_GBL |
Employee |
Customer service representative |
PeopleSoft Support or PeopleSoft Integrated FieldService |
Catalog Search RX_PROD_SRCH_PGT |
Employee |
Employee |
PeopleSoft Order Capture Self Service |
CRM Chart 1, 2, and 3 (iScript) |
Employee |
Manager or employee |
PeopleSoft Support, PeopleSoft Order Capture |
CRM Worklist PE_WRKLST_PGT |
Employee |
Employee |
Any PeopleSoft CRM application |
Installed Products PE_PROD_PGT |
Employee |
Customer service representative |
Any PeopleSoft CRM application |
My Forecast REP_FCAST_PGT |
Employee |
Salesperson |
PeopleSoft Sales |
My Leads PRTL_LEADS_PGT |
Employee |
Salesperson |
PeopleSoft Sales |
My Monthly Calendar PRTL_CAL_MTH_PGT |
Employee |
Salesperson |
PeopleSoft Sales |
My Opportunities PRTL_OPP_PGT |
Employee |
Salesperson |
PeopleSoft Sales |
My Reports PT_PSRF_REPRT_PAGELET_GBL |
Employee |
Employee |
Any PeopleSoft CRM application |
My Tasks RSF_PRTL_ACTLIST_PGT |
Employee |
Salesperson |
PeopleSoft Sales |
My Call Reports RD_MY_CALLRPT |
Employee |
Salesperson, marketing representative, field service agent, customer service representative |
Any PeopleSoft CRM application |
Recent Interactions RI_PE_REC_INT_PGT |
Employee |
Customer service representative |
Any PeopleSoft CRM application |
Recent Service Orders RI_PE_SO_PGT |
Employee |
Customer service representative |
PeopleSoft Integrated FieldService |
Recent Support Cases PE_SUPPORT_PGT |
Employee |
Customer service representative |
PeopleSoft Support |
Relationship Grid CR_RI_REL_GRID_PGT_GBL |
Employee |
Employee |
Any PeopleSoft CRM application |
RMA RI_PE_RMA_PGT |
Employee |
Customer service representative |
PeopleSoft Support |
Self Service Help Desk RC_SS_HD, RC_SS_HDW |
Employee |
Employee |
PeopleSoft HelpDesk |