The Home page is the starting point for accessing the customer information that you want to work on. You can quickly find customers, or browse items that you bookmarked or recently viewed. If you do not find a customer, you can create the organization or person.
The type of entity you want to search determines the search criteria and results.
Organization: Customers of type Organization.
Person: Customers of type Person, or persons who are contacts for organizations.
The simple and advanced searches are not case sensitive. You can use the symbol %as a wild card, but it is automatically appended to the end of your entry if the search is not using Data Quality Management (DQM).
Your administrator can set up this search to use DQM, which provides powerful and flexible search functionality. The available search criteria for DQM searches are based on the match rule that your administrator selects.
See: Searching for Organizations or Persons.
Create Organization: See: Creating Organizations or Persons.
Create Person: See: Creating Organizations or Persons.
Create Task: Create tasks that you can assign to yourself or other resources, and associate with customers, using the Oracle Applications Framework tasks features from Oracle Common Application Calendar. The available regions are similar to those for creating sales related tasks. See: Creating Tasks.
Create Note: Create personal notes, using the Oracle Applications Framework notes features from Oracle Common Application Calendar. See: Using the Add Note Region in OA.
Create Hierarchy: Create hierarchies you can use to visually manage hierarchical relationships. See: Creating Hierarchies.
Recent items include the last few items that you viewed in the application. You can access the overview of listed organizations, persons, or contacts. See: Overview.
View and access the organizations, persons, and contacts that you have manually bookmarked from the Overview page for that item. See: Overview. You can also:
Remove items from the bookmarked list.