This table describes some of the fields that appear.
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Field
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Description
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Company Key Information
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Company Sign In ID
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A unique identifier for your company. When creating new users this is the first portion of the User Sign In Id (Company Sign In ID/User ID) for the user.
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Primary Contact
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Defaults to ADMIN or the alias of the first user from your company who signs in, but can be changed to any user. Product update and other important information are sent to the primary contact.
To cover situation when the primary contact is not available, you can enter a distribution list as the email address for the primary contact so that more than one person is notified of system failures and other important information. You can do this in either of two ways:
- You can enter an existing distribution list as the email address on the user record for the primary contact. However, you must remember that if the primary contact does something in the system that sends an automated email to his or her email address, the entire distribution list receives that notification.
- You can create a new "dummy" user. You could name this user something like "DistributionList", and then enter the distribution list as the email address on the user record for the dummy user. In this case, you are committing one of your licenses just for this task.
Note: You cannot make the user specified as your primary contact inactive. Instead, you must select another user for the primary contact before you can change the original primary contact’s status to Inactive.
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Company Settings
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Default Language
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The language used as the default for your users. You can activate additional languages so that users can change the setting for their own use. For information on how to add languages, see Activating Languages.
To update this field, contact Customer Care.
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Default Locale
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The regional settings used as a default for your users. Users can change the setting for their own use at any time from the User Profile page. These settings determine the formatting for dates, time, currency, numbers, and phone numbers.
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Default Currency
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The currency used as a default for your users. You can activate additional currencies so that users can change the setting for their own use (see Managing Currencies). However, the currency set here determines the default currency used for forecasts, which are company-wide.
To update this field, contact Customer Care.
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Default Time Zone
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Default time zone for your company.
Some functions, such as forecast generation, use the time zone of the hosting facility instead of this default time zone. Contact Customer Care to find out this time zone. Users in other regions can choose to use their local time zone, which is set on the User Profile page.
To update this field, contact Customer Care.
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Record Preview Mode
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The default record preview mode for your company. You can enable the record preview functionality, and specify how the preview window opens. Depending on the setting that you select in this field, a preview window opens when users rest their pointer on a link to a record, or when they click a preview icon that appears when they rest their pointer on a link to a record.
The preview window shows the first section of the Detail page of the record. You also have the option of disabling the record preview functionality by selecting Off in this field. By default, this field is set to Click on Preview Icon when Oracle CRM On Demand is first set up for a new company.
Users can override the company default setting by specifying a different record preview mode in their Personal Detail page.
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Inline Edit Enabled
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Enables or disables the inline editing feature.
When inline editing is enabled, users can edit fields directly on List pages and on Detail pages (that is, without opening the Edit page for the record).
Inline editing is supported in record List pages, record Detail pages, and in many linked records on main record Detail pages.
Note that the following types of fields in linked records cannot be edited from the Detail page of the main record:
- Fields that are not shown in the Detail page of the linked record itself
- Calculated fields, for example, Full Name
- Fields that are read-only on the Edit page of the linked record
Also, in cases where the same linked record can show up under multiple main records, the fields that are part of the relationship can be edited. However, the fields that belong to the linked record itself cannot be edited. For example in the Account Team related list on an account record, the Team Role field can be edited, because the field is part of the relationship between the account and the team member. However, the Last Name and First Name fields cannot be edited, because they belong to the user record (of the team member).
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Message Center Enabled
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Controls whether:
- The Message Center appears in the Action bar.
- The Notes icon and list of notes is available in Record detail pages.
- Users can use the Message Center widget.
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Record Type Auditable Fields
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The maximum number of fields that you can audit for each object, which is shown as a read-only field. The default number is 35, but company administrators can change this value.
Note: With each additional field audited, another record must be created in the database when that field is changed. When you audit too many fields at once, it can impact performance when saving the audited record.
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Audit Expiry (Days)
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The age, in days, of field audit records before they are purged. Company administrators can set this value to a value between 1 and 90 days. To view the value set for your company, go to the Company Security Settings section on the Company Profile page. Note that a value of zero (0) indicates that no field audit records are being purged. Only Oracle CRM On Demand Customer Care can set a value of 0. Company administrators must have the Administer Field Audit privilege to change this setting.
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Head-up Display
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If the head-up display functionality is enabled, links to the related information sections of the page (such as linked records sections) are available in the head-up display at the bottom of your browser window. Users can also remove the head-up display completely from Detail pages, by turning off the functionality in their personal profiles. For more information on the Head-up Display, see Oracle CRM On Demand Page-by-Page Overview.
NOTE: The head-up display functionality can be turned on or off at company level, and by each individual user. A user's personal setting overrides the company setting. The colors in the head-up display are determined by the theme you are using. For more information about choosing a theme, see Setting Your Theme.
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Global Search Method
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Select which search method you want to make available to your users in the Search box in the action bar:
- Targeted Search. Searches certain fields to find matches, which the system displays in the Search box. This is the default setting provided with the application.
When a user enters values in several fields, it acts as an “and” condition. The system displays the records with fields that match the beginning values of all words within the text box. If wild cards are used, the application does a substring match.
- Keyword Search. Searches records on the default fields specific to each record type. This allows the user to type in anything within the single text box with each word containing wild cards. This search may impact performance.
When a user enters a value in the single box, it acts as an “or” condition. The system displays the records with a matching value in any of the default search fields.
For more information, see Finding Records.
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Fiscal Year Start Month
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This field displays the month in which your fiscal calendar begins.
This field is initially set when your company is created and cannot be changed by the company administrator.
This setting affects reports that measure revenue against your fiscal year.
To update this field, contact Customer Care.
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Fiscal Year Start Date
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This field displays the date within the specified month in which your fiscal year begins.
This field is initially set when your company is created and cannot be changed by the company administrator.
This setting affects reports that measure revenue against your fiscal year.
To update this field, contact Customer Care.
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Fiscal Calendar Type
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This field displays the type of fiscal year calendar you use. You can select from the following values: Calendar Quarters, 4-4-5, 5-4-4, Custom Fiscal Calendar. This setting affects time-based analyses, business plans, and forecasts. The company administrator cannot change this field.
To update this field, contact Customer Care.
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Product Probability Averaging Enabled
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Determines how the opportunity probability is updated when the user clicks the Update Opportunity Totals button:
- If selected, the opportunity probability is calculated based on the weighted average of probability for each of the linked products:
Opportunity Probability = SUM(Product Expected Revenue)/SUM(Product Revenue)
- If not selected, the probability is not updated as part of the action.
NOTE: The Update Opportunity Totals button is located on the Opportunity Detail page, in the title bar in the Products related information section.
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Enable Save & Add Product
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If this setting is selected and a user creates a new Opportunity record, the Save & Add Product button is displayed in the Opportunity page header instead of the Save button. If this setting is unselected and a user creates a new Opportunity record, the Save & Add Product button is not displayed in the Opportunity page header, only the Save button is available.
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Enable Opportunity Revenue Split
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Select this option to enable the splitting of opportunity revenue among team members.
When this check box is selected, the Refresh Totals and Spread Split buttons are displayed on the Opportunity Team Edit Users page, allowing revenue to be split among team members. The Opportunity Revenue Forecast and My Opportunities page display opportunities where the user is a Team Member with a greater than 0 split revenue.
When this check box is unselected, the Refresh Totals and Spread Split buttons are not displayed on the Opportunity Team Edit Users page. The Opportunity Revenue Forecast and My Opportunities page display opportunities where the user is an Opportunity Owner.
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Company Theme Setting
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Theme Name
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The theme determines the look-and-feel of Oracle CRM On Demand. When Oracle CRM On Demand is first set up for a new company, the default theme is Oracle. To change the theme, click the Theme Name list, and then select the theme that you want for the company. Users can also override this setting when they edit their personal preferences.
Themes have no effect on how Oracle CRM On Demand behaves. Company administrators can create custom themes in Oracle CRM On Demand. Contact your company administrator if you want to submit your own themes to use in Oracle CRM On Demand.
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Company Data Visibility Settings
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Manager Visibility Enabled
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Select this option to allow managers to see the records of the users who report to them directly or indirectly. A user's manager is specified in either the Reports To field or the Reports To (Alias) field on the User Detail page, depending on which of these fields is present on the page.
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Enable Parent Team Inheritance
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Select this option to enable Opportunity and Contact teams to inherit Account team members. When enabled, any new team member added to the Account team will be also be added to every account-related Contact and Opportunity team.
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Default Group Assignment
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Select this option to allow group members to share ownership of accounts, activities, contacts, households, opportunities, and portfolios. For more information, see Group Management.
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Enable Books
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Controls whether the Book selector displays custom books. If this check box is not enabled, the Book selector displays only user books and books for delegates, if delegates exist.
CAUTION: Do not select the Enable Books option until you have created your book hierarchy. You cannot deselect this option after it has been selected. However, you can make changes to your book hierarchy after the option has been selected.
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Display Book Selector
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Enables or disables the Book selector, which you can use to refine searches for records of a particular user, delegate, or custom books.
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Integration Settings
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Integration Event Enabled
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If you are a new customer, the integration event functionality is automatically enabled. However, if you are an existing customer, the Oracle CRM On Demand integration event functionality must be configured by Customer Care and by your company administrator. Contact Customer Care to request support for Integration Event Administration and to specify the maximum total size of the integration event queues you require.
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Web Services R16 Compatibility Mode
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Controls whether Web services requests containing the Username and Password tokens are processed as stateless requests or as stateful requests as in Oracle CRM On Demand Release 16 and earlier. This check box is cleared by default for all new companies.
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Enable Workflow
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If your company has been set up to allow workflow, this setting is displayed. This setting can be activated once you have created the workflow conditions you want to deploy.
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Desktop Integration Settings
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Alternate PIM Sync Download URL
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This setting is rarely used. However, customers who have configured SSO for Oracle PIM Sync On Demand use it. If your company is using a PIM Sync client other than the standard Oracle PIM Sync On Demand client, set this value to the URL for the custom client that you want to download. The URL must be fully qualified; that is, it must begin with http:// .
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Disable Access to PIM Sync Download Page
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Select this option when using the Alternate PIM Sync Download URL option to prevent users from downloading Oracle PIM Sync On Demand from within Oracle CRM On Demand. For more information, see the field description for Alternate PIM Sync Download URL.
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Disable PIM Sync Extended Account Association
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When this option is selected, Oracle PIM Sync On Demand does an exact link of contacts with accounts in Oracle CRM On Demand.
CAUTION: When this option is selected, Oracle PIM Sync On Demand duplicates any records that are not identical during PIM synchronization.
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Disable PIM Sync Account Association
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Select this option to disable account matching during PIM synchronization. When this flag is set, the PIM's Company field is mapped to the PIM Company Name field on the contact record for Oracle CRM On Demand, and the standard, account matching methods are ignored.
CAUTION: When this option is selected, Oracle PIM Sync On Demand duplicates any records that are not identical during PIM synchronization.
For more information on account matching, see About the Synchronization Engine and Field Mapping.
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Offline Client Edit Access
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This setting verifies record edit access either on upload or on download (in previous releases, Oracle CRM On Demand only verified access upon download). It is recommended to verify access at the time data is uploaded. The three options are: Verify on Upload (this is the default value for new customers), Verify on Download, none. Verify on Upload is the recommended option for use by customers. If the blank picklist option is selected, Oracle CRM On Demand verifies access in the same manner as the Verify on Download option.
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Company Security Settings
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Company Idle Timeout (minutes)
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This is the time allowed in minutes before a user’s session ends because of inactivity. If the value for this field is blank, the interactive session timeout setting is determined by the System Default Idle Timeout value. You can view the current System Default Idle Timeout setting, located at the top of the Company Security Settings section, on the Company Profile page. This value is visible when you edit the Company Profile page. You can contact Customer Care to update the Company Idle Timeout value to a value between 10 minutes and 60 minutes.
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Authentication Type
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Displays which authentication types are allowed for your company. This value can only be assigned by Customer Care. The following values are possible:
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External Identifier for Single Sign-On
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Unique company identifier assigned by Customer Care when Single Sign-On is configured for the company. This value cannot be changed by the company administrator, although External Identifiers may be set for each user on the User Profile page.
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Sign In Page for UserID/Pwd Authentications
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The URL to a company-specific custom Sign In page, which replaces the default Oracle CRM On Demand Sign In page. Typically, the page is hosted on a company Web server. The URL must be fully qualified - (the URL must begin with http:// or https://).
This page is displayed after a user signs out or the user's session ends because of inactivity. It is the company's responsibility to direct their users to sign in initially using this page, rather than the default Oracle CRM On Demand page.
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Sign In Page for SSO Authentications
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The URL to a company-specific custom Sign In page, which is displayed after a user signs out, or the user's session ends due to inactivity if the user signed in to Oracle CRM On Demand originally, using Single Sign-On. Typically, the page is hosted on a company Web server - for example the company's Single Sign-On portal. The URL must be fully qualified (begin with http:// or https://).
It is the company's responsibility to direct users to sign in initially, using their SSO Sign In page, rather than the default Oracle CRM On Demand page. If a user who has signed in using SSO signs out and this setting is blank, a generic page is displayed with the message "You have been signed out."
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ITS URL for SSO Authentications
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SAML Intersite Transfer Service URL that is used for Single Sign-On to Oracle CRM On Demand, assigned by Customer Care when Single Sign-On is configured for the company. This value cannot be changed by the company administrator.
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IP Address Restrictions Enabled
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See Restricting Use to IP Addresses.
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Cross-Site Request Forgery Protection Enabled
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Enables a feature that prevents cross-site request forgery attacks. When this check box is selected, users who create custom code that interacts with Oracle CRM On Demand might require a security token to be included as a hidden parameter in their code. For more information about cross-site request forgery protection, see About Cross-Site Request Forgery Protection.
This check box is selected by default when your company is set up to use Oracle CRM On Demand, and you cannot change the setting.
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Enable IFRAME embedding
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For security reasons, this check box is deselected by default and must be selected only when required. By selecting this check box, you allow users to embed Oracle CRM On Demand pages in an iFRAME on another site’s Web page. If users try to embed Oracle CRM On Demand in an iFRAME on another site’s Web page, and this checkbox is deselected, the Oracle CRM On Demand page expands so that it becomes the parent page. This setting does not affect Oracle CRM On Demand widgets that you embed in desktop applications.
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Analytics Visibility Setting
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Reporting Subject Areas
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Use this picklist to set the visibility for users who want to view real-time report records in Oracle CRM On Demand Answers. These reports provide real-time analyses of data. You can select one of the following values:
Manager Visibility - Allows users to view their own data, and data directly owned by their subordinates. (This is the default setting.)
Team Visibility - Allows users to view their own data, and data shared with them by their Account and Opportunity teams.
This company-wide setting applies unless users set a value for the Reporting Subject Areas setting in their Personal Detail page. For more information on reports, see Reports, particularly the About Visibility to Records in Reports section.
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Historical Subject Areas
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Use this picklist to set the visibility for users who want to view analytics report records in Oracle CRM On Demand Answers. These reports provide historical or trend analyses, or contain more complex calculations than those found in real-time reports. You can select one of the following values:
Manager Visibility - Allows users to view their own data, and data directly owned by their subordinates. (This is the default setting.)
Team Visibility - Allows users to view their own data, and data shared with them by the Account and Opportunity teams.
Full Visibility - This setting combines the views of Manager and Team Visibility.
This company-wide setting applies unless users set a value for the Historical Subject Areas setting in their personal details. For more information on reports, see Reports, particularly the About Visibility to Records in Reports section.
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Role-Based Can Read All Records
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Use this picklist if you want Oracle CRM On Demand Answers reporting to use the Can Read All Records setting on an object basis, as defined on the Record Type Access page within the Role management wizard. For example, if the Can Read All Records visibility setting is selected by your Administrator for your user role on a given object, (by clicking Admin, User Management and Access Controls, Role Management, then editing a role and clicking Record Type Access), you can view all records of that object in Oracle CRM On Demand Answers, provided the Role-Based Can Read All Records setting is enabled either through the Company Profile or your User Profile.
See About the Role-Based Can Read All Records Setting for guidance on when and how to enable the Role-Base Can Read all Records.
If you do not select Role-Based Can Read All Records, then Oracle CRM On Demand Answers reporting uses the visibility set on Reporting Subject Areas and Historical Subject Areas fields.
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Communications Settings
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Auto Wrap Up
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If you select this setting, Oracle CRM On Demand automatically wraps up the Communication Activity when an agent ends any call or email communication, or when an agent re-assigns voicemails. The agent does not see the Wrap Up form. The activity status is set automatically to Completed and the resolution code is set to Auto Wrap Up.
NOTE: This setting does not apply if the agent manually clicks the Wrap Up button on a Communication Activity Detail page. For example, after listening to a voicemail, the agent can click the Wrap Up button on the Voicemail Activity Detail page, to display a Wrap Up form and wrap up the Activity.
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Additional Information
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Licensed Users, Active Users, Inactive Users
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These numbers are read-only, displaying your licensed number of users along with the current status of users.
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