The overview displays the most critical profile information about the selected organization, person, or contact, and lets you manage the associated notes and tasks. You can switch between the person and contact overview.
Note: You get a view-only version of the overview if you navigate here by clicking an organization, person, or contact name within a process flow.
Primary Information: View basic profile information. You can click the identifying address for a map of the location.
(Organizations only) If you use Oracle Customer Data Librarian and the HZ: Display Certification Level profile option is set to Yes, then the certification level is displayed. Levels are assigned in Oracle Customer Data Librarian to indicate the quality of records, and the meaning of each level is based on your organization's business needs. See: Assigning Certifications
Note: Additional attributes are available if your administrator has set up extended custom attributes.
Contacts (organizations only): Aside from viewing a list of the organization's contacts, you can:
View contacts' overview information.
Update contacts. See: Profile.
Remove contacts. You only delete the contact relationship between the person and the organization, not the person record itself.
Suggestion: To create contacts for the organization, go to contact relationships. See: Creating Contact Relationships.
Notes: View, but not update, notes and note details. See: Viewing and Updating the Notes History Region in OA and Viewing and Updating the Note Details Page in OA.
Tasks:View, update, and delete tasks. See: Creating, Updating, and Finding Tasks.
Sources: View source system details, create a source system, or view the source system history details. The source information is displayed if the profile HZ: Source System Mapping Access is set to any value other than No Access.
You can also:
Bookmark or Unbookmark: Bookmark the organization, person, or contact so that it appears in the bookmarked list. If the item is already bookmarked, you can remove it from the list. See: Bookmarked Lists.
Enrich (organizations only): Review and optionally purchase D&B information for this organization, if enabled. See: Viewing Information from Data Sources.
View Hierarchies (organizations only): View the hierarchies that the organization is part of, if any. See: Hierarchies Overview.
Visualize (not applicable to contacts): Open a dynamic graphic representation of the organization or person's relationships. See: Visualizing Relationships.