Account Views and Lists

Users have two main ways to organize accounts: views and lists. Both display in My Accounts to allow users to organize and easily find accounts.

Vault CRM maintains the last view and territory selected by the user in the My Accounts screen. These selections are stored in the preferences__v object, allowing users to maintain these selections across sessions. Selecting a territory from My Accounts displays that territory and all territories below it in the Territory Hierarchy. For information on the All Accounts option in the Territory drop-down menu, see Visibility of Accounts and Territories.

The columns displayed on the screen are based on the selected filter and rely on the online configuration for the account views and account lists available in the filter. The actions available are based on online configuration and user permissions.

Who can use this feature?

  • Browser, iPad, iPhone Users
  • Users do not require an additional license
  • Business Admin Users, End Users

Configuring Account Views and Lists for

Using Account Views as

Using Account Lists as