Using Bookmarks for Account Filters in Sphere of Influence
For efficiency in account management, users can apply and save sets of frequently-used filter conditions as bookmarks in SOI.
A user who only makes visits to Oncology specialists with the Professional account type can apply a bookmark for these filter conditions, so that the SOI only displays relevant accounts.
Who can use this feature?
- iPad Users
- Users do not require an additional license
- End Users
Configuring Bookmarks in Sphere of Influence for
End Users
To configure this feature, ensure Configuring Accounts is complete.
To enable users to view bookmarks in the SOI:
- Navigate to Business Admin > Objects.
- Grant users Read permission to the bookmark__v object.
- Ensure users have visibility to at least one bookmark record with the sphere_of_influence__v object type.
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Ensure the VMOC for the bookmark__v object is active.
To enable users to create bookmarks from SOI:
- Navigate to Business Admin > Objects.
- Grant users Create permission to the bookmark__v object and permission to the sphere_of_influence__v object type on this object.
- Ensure the VMOC for the bookmark__v object is active.
Using Bookmarks for Account Filters in Sphere of Influence as
End Users
Creating Bookmarks
To create a bookmark for a set of account filters:
- Select the filter icon. A menu with filters and bookmarks displays.
- Select Bookmark, then select an existing bookmark.
- Modify the filter criteria as needed.
- Select Save to save the new bookmark, or Save As to name the set of filters as a new bookmark.
Applying Bookmarks
To view and apply a bookmark for a set of account filters:
- Select the filter icon. A list of available bookmarks and filters displays.
- Select the appropriate bookmark.
- Select Apply to filter accounts based on the bookmark’s criteria.
