Print      Open PDF Version of Online Help

Oracle CRM On Demand Page-by-Page Overview

Oracle CRM On Demand provides several Web pages for each record type (Accounts, Contacts, and so on).

Homepages

Most Homepages show you tasks related to the types of records that correspond to that page, such as account-related tasks. Generally, they also show filtered lists that have been defined by your company administrator as well as an analytic chart relevant to your work. Homepages can also contain Web widgets, RSS feeds, and other Web content, depending on what your company administrator has set up.

From the Homepage, you can drill down to other pages to manage the various types of information as required.

List Pages

The List pages show the subset of records according to the list you select from the Homepage. From the List pages, you can:

• Review multiple records at a glance.
• Find a record to review, delete, or update.
• Update the fields on the List page inline.
• Create new records.
• Add the list to the Favorite Lists section in the Action bar.

In addition, you can use the record-level menu (beside each record name) to perform various actions on the listed records, including some or all of the following:

• Open the Edit page for the record (by selecting the Edit option), where you can edit all of the fields on the record.
• Create a new record by copying the existing record. Your company administrator determines which field values are automatically copied to the new record.
• Delete a record.

Manage Lists Pages

The Manage Lists pages show the standard filtered lists and the lists that either you created for your own use, or your manager created for employees to use. From the Manage Lists pages, you can:

• Delete a list.
• Review the entire list of filtered lists.
• Edit a list you or your managers created or begin the process for creating another filtered list.
• Select lists to add to the Favorite Lists section in the Action bar.

Detail Pages

The Detail pages show one record’s information. The top section displays the fields for that record, and you can update these fields inline (if inline editing is enabled). The bottom sections of the Detail pages are the linked record sections where you can:

• Create other records that are linked to the selected record, such as notes or activities.
• Review already linked records.
• Edit some of the fields on records linked to the main record (if inline editing is enabled).

The head-up display might be available at the bottom of your browser window. The head-up display is a list of links to the related information sections of the page (such as linked records sections). For the head-up display to be visible, the head-up display functionality must be enabled.

NOTE: Each user or company administrator can enable or disable the head-up display functionality. Your personal setting overrides the company setting. For information about changing your head-up display setting, see Updating Your Personal Details. The colors in the head-up display are determined by the theme that you are using. For more information about choosing a theme, see Setting Your Theme.

When the head-up display is visible, you can click the links in the display to go to the related information sections without having to scroll down the page. You can collapse the head-up display by clicking the minus sign (-) in the display. To expand the display again, click the plus sign (+). This setting in the head-up display is maintained for all record types until you change it again, even if you sign out of Oracle CRM On Demand and sign in again.

You can also remove the head-up display completely from your Detail pages, by turning off the functionality in your personal profile.

On the Detail pages, you can also do the following:

• Create a new record by copying the existing record (for most record types). Your company administrator determines which field values are automatically copied to the new record.
• Expand and collapse the sections in Detail pages as required. These settings are maintained until you change them again, even if you sign out of Oracle CRM On Demand and sign in again.
• Click an icon on the Detail page to add the record to the Favorite Records section in the Action bar.
• Click the Note icon to add notes or view notes from other users.
• Send a note to another user by moving the pointer over the name of the user, see Sending Notes to Other Users.

Detail pages can also contain custom Web applets set up by your company administrator. These are used to embed Web widgets, RSS feeds, and other Web content on the page. For more information, see About Custom Web Applets.

Edit Pages

The Edit pages show one record’s fields in editable format. You can use these pages to update the record information. The record fields on the Edit pages are identical to the top part of the Detail pages.

Both Edit pages and Detail pages can contain custom Web link fields. For a particular Web link, the administrator can specify whether it appears on the Edit page, Detail page, or both, as described in Setting Up Web Links.