Configure Default Custom Layout

You must configure the Default Custom layout.

Following are the steps:

  1. Sign in to Oracle CX Sales using Administrator role.

  2. Navigate to Application Composer.

  3. Go to Contact > Pages.

  4. In Edit Contact, Details Page Layouts section, select Standard Layout, click Duplicate icon and name it as Default Custom Layout.

  5. Drill down to the layout, click Edit icon corresponding to Contact Overview Subtab.

  6. Add the following fields to the layout:

    • Person Deceased

    • Employer

  7. Click Save.