Customers Online provides many features for you to view, create, and manage information about organizations and persons, whether they are your customers or other members of your trading community.
To start, you search for the organization or person that you want to manage, or create a new organization or person. See: Searching for Organizations or Persons.
After you find the organization or person that you want to work on, you can:
Overview: View key information. See: Overview.
Profile: Update profile details. See: Profile.
Classifications: Manage custom and industrial classification assignments. Industrial classifications, such as NAICS and SIC codes, apply only to organizations. See: Classifications.
Addresses: Manage addresses. See: Addresses.
Contact Points: Manage contact points. See: Contact Points.
Relationships:
Contacts (organizations only): Manage the organization's contacts. See: Contact Relationships.
Employment (persons only): Manage the person's employers, or organizations that the person is a contact for. See: Contact Relationships.
Others: Manage all other relationships not included in Contacts and Employment. See: Other Relationships.
Customers Online also provides a visual hierarchy feature for managing hierarchical relationships among existing organizations and persons. See: Hierarchies Overview.
Note: You can create relationships only for existing parties through the hierarchy. To create hierarchical relationships and new parties at the same time, see: Contact Relationships and Other Relationships.
Accounts: Manage customer account information such as account sites, account relationships, account contacts, and credit summaries. See: Accounts.
Transactions: View transactions for the campaign to cash and problem to resolution flows. See: Transactions.
Notes: Manage notes associated with the organization or person. See: Notes.
Tasks: Manage tasks that are related to the organization or person. See: Tasks.
Attachments: Manage attachments that are related to the organization or person. Attachments are unstructured data such as images, word-processing documents, spreadsheets, or text. See: Using Attachments.
Interactions: View interactions, or contacts between the organization or person and a human or automated agent, such as phone calls and placed orders, using Oracle Customer Interaction History features. See: Interactions, Oracle Customer Interaction History Implementation Guide.
Source Systems: Map the organization or person to the source system that the organization or person record comes from, for example a legacy or third party system. See: Source Systems.