Contacts Homepage
The Contacts Homepage is the starting point for managing contacts. This page contains several sections and displays contact information that is relevant to you. If your user role includes the Personalize Homepages privilege, you can add sections to the page and remove sections from the page.
The following are some of the sections that can be displayed on your Contacts Homepage.
Contact Lists Section
The Contact Lists section shows this information:
- Contact Lists. Filtered lists are subsets or groups of contacts that allow you to limit the number of contacts to work with at a time. The first 10 filtered lists are shown.
The application comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists based on different criteria. These custom lists appear above the standard set of lists.
If an already-created list does not appear on the Contacts Homepage, click any list. Then, on the Contact List page, click the drop-down list to see all the available lists, and make your selection.
The following table describes the standard lists.
Contact List
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Filters
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All Contacts
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none (displays all records to which you have visibility, regardless of owner)
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All Customer Contacts
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Type = Customer
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All Recently Created Contacts
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All contacts, sorted by the created date
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All Recently Modified Contacts
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All contacts, sorted by the modified date
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My Contacts
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Contacts with your name in the Owner field
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For information on creating these lists, see Working with Lists.
- Manage Lists. This link takes you to the page where you can review all available filtered lists, create a new list, or view, edit, or delete an existing list. The Manage Lists page also includes the standard lists delivered with CRM On Demand. These lists are view-only; therefore you cannot edit or delete them.
My Recently Viewed Contacts Section
The My Recently Viewed Contacts section shows this information:
- My Recently Viewed Contacts list. List of the ten most recently viewed contacts.
- Show Full List. Link for expanding the list of recently viewed contacts.
My Open Contact Related Tasks Section
The My Open Contact Related Tasks section shows the open tasks assigned to you, sorted by due date and then priority. It also shows this information:
- Due Date. Date task is due as set by you or your manager.
- Arrow symbol. Priority for tasks as set by you or your manager. An upward pointing red arrow indicates high priority, a downward pointing green arrow indicates low priority, and no arrow indicates medium priority.
- Subject. Title of task. Click the link to review the task.
- Primary Contact. The primary contact record associated with the task.
- Show Full List. Link for expanding the list of contact-related tasks.
Contact Analysis by Account Section
Your company administrator can change the analysis shown in this section. In the standard application, the Contact Analysis by Account section shows a chart that allows users to analyze their total number of contacts by Account criteria, such as Region, State/Province, or Industry. From this information, users can maintain a thorough understanding of their contact distribution as well as identify areas of opportunity or weakness.
SHOW ME
In this section, you can place your pointer on the chart to see specific information, click a segment to review a detailed report, or change the categories in the drop-down list to view the same data from another perspective.
Other Sections
If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Contacts Homepage:
- My Recently Created Contacts
- My Recently Modified Contacts
- Recently Created Contacts
- Recently Modified Contacts
- My Current Contact Related Tasks
- Contact Tasks
To add sections to your Contacts Homepage
- On the Contacts Homepage, click the Edit Layout link.
- On the Contact Homepage Layout page, use the directional arrows to add or remove sections and to organize the sections on the page.
- Click Save.
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