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.

Account Views

Account views are dynamic and are defined using criteria on the following objects:

  • account__v
  • address__v
  • tsf__v
  • product_metrics__v
  • dynamic_attributes__v

Account views are defined online and change when the supporting data matching the query is modified.

Account views can be used in the following ways:

  • Organizing accounts
  • Planning calls based on a particular Account field, for example, specialty
  • Sharing accounts that meet particular criteria with all users

Business admins on the Browser platform can create public views that are visible to all users, and shared views that are shared to specific user profiles. Only business admins have access to edit these views. End users can create and edit personal views, depending on configuration.

Account Lists

Accounts can be grouped into lists for organization. Unlike views, account lists are static.

Account lists can be used in the following ways:

  • Organizing accounts
  • Naming, following, and generating reports in X-Pages based on specific account lists
  • Creating lists online and syncing to other devices
  • Displaying different accounts, addresses, or TSF-related information for each account in an account list on the Online and Windows Tablet platforms

Initial Display Limit in My Accounts (Browser Platform)

The My Accounts tab initially displays up to 20,000 account records. If more than 20,000 records match the criteria for the selected view, a warning displays indicating the results are truncated, prompting the user to refine the view criteria.

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

To configure this feature, ensure Configuring Accounts is complete.

To display different account, address, or TSF-related information for each account in an account list, or to add a column to the account list, update the ACCOUNT_LIST_COLS Veeva Message.

To enable users on the Browser platform to download Accounts via Excel or CSV from the My Accounts screen, deselect the Disable Account Download CSV Excel Veeva Setting check box.

To allow business admins to manage public and shared views:

  1. Navigate to Admin > Users & Groups > Permission Sets.
  2. Select the appropriate permission set.
  3. Select the Application tab. For information on application permissions, see Application Permissions.
  4. Grant Make Mandatory permission for Views.
  5. Grant CRED access to the view__v object.

Profile-specific functionality for My Accounts views is controlled by Application Profiles.

Using Account Views as

To create a view and specify filters:

  1. Select Create New View from the My Accounts screen.
  2. Select a visibility setting in the Visibility field. Public views are accessible by all users. Profile-specific access allows sharing views with specific application profiles.
  3. Select the Account Types to include in the view.

  4. Use the drop-down menus for the Include field to filter by account record ownership and preferred address.

    If My Preferred Addresses is selected, the view only displays address data for the account's preferred address in the user's territory. Accounts without a preferred address for the territory display with the primary address in the view. If All Addresses is selected and an account has multiple addresses, a separate record displays for each address.

  5. Specify filters based on other criteria in the Search Criteria section.
  6. Select and order the columns to display in the appropriate order.

    Users require at least read field permission to the fields displayed in the view.

Business admins can view public and shared views on the My Accounts page even if shared views are not shared with their application profile. They can also manage public and shared views on the Browser platform, if configured.

My Accounts filtering supports the following data types:

  • Yes/No field
  • Picklist

    When users select filters in the search criteria, up to 1000 picklist options display.

  • Text
  • Textarea
  • Number

Account views can be accessed from the following places: 

  • My Schedule Week View
  • My Schedule Scheduler View
  • My Accounts List View
  • My Accounts Table View

Dynamic Attributes in My Accounts Views

Users can create and edit Views in My Accounts using Dynamic Attributes as search criteria, and display those attributes as columns.

The All Accounts view is not customizable. Create a new view to customize the display and include Dynamic Attributes.

The display of Dynamic Attributes on My Accounts depends on the following conditions:

  • Dynamic Attributes columns display to end users with View permission to the dynamic_attribute_configuration__v record used for the column. If the user does not have permission, the column does not display to the end user but all other columns display.
  • The enable_query_reporting__v check box on the dynamic_attribute_configuration__v object is selected

Searching Account Views

Users can enter search terms to filter the data in the current view. Search terms can be entered in the primary search bar at the top of the My Accounts screen, or by selecting a column header.

To perform a search:

  1. Select My Accounts from the dropdown on the primary search bar, or select a column header in the view.

  2. Enter a search term.

  3. Select Enter or select the Search button.

The search results display in the current view data grid. All visible columns are searched, unless the search is entered in a specific column. The search is case-insensitive, and includes Text, Picklist values, Numbers, and Text Formula fields.

Exporting Views to CSV or Excel (Browser platform)

To export a My Accounts view to CSV or Excel, select All Actions and select CSV or Excel.

All data in the view is included in the exported CSV or Excel file. An error displays if the export is unsuccessful.

Using Account Lists as

Users can create and manage Account Lists using Vault CRM. Account Lists display from a drop-down list at the top of the My Accounts screen.

iPhone users cannot create new account lists or views, though they can access existing account lists and views.

Selecting a list name displays the accounts in that list.

Users on the iPad platform can view the Alphabar to navigate to accounts starting with a specific letter if there is at least one account in the list.

To add an Account List, select the Create New List button in the Account Lists section. The Create New List modal dialog displays, allowing the user to enter a list name and select a color.

To delete an Account List, select Edit Lists from the lists drop-down menu to display the Edit Lists screen. Select the delete button next to a list to delete it.

To add an account to a list: 

  1. Open any list the account is a member of.
  2. Choose the Select option at the top of the list to display the Select Accounts screen.
  3. Select the radio button for each account you want to add, and then select Add to List to display the Add to List modal.
  4. Select the list you want to add the account to. If the account is not already in that Account List, the number of accounts increments by one.

To delete an account from an Account List:

  1. Select a list name to show the accounts contained within the list.
  2. Choose the Select option at the top of the list to display the Select Accounts screen. Select the radio button for each account you want to delete, and select Remove at the bottom of the screen.

Searching Account Lists

Users can enter search terms to filter the data in the current list. Search terms can be entered in the primary search bar at the top of the My Accounts screen, or by selecting a column header.

To perform a search:

  1. Select My Accounts from the dropdown on the primary search bar, or select a column header in the list.

  2. Enter a search term.

  3. Select Enter or select the Search button.

The search results display in the current list data grid. All visible columns are searched, unless the search is entered in a specific column. The search is case-insensitive, and includes Text, Picklist values, Numbers, and Text Formula fields.

Exporting Lists to CSV or Excel (Browser platform)

To export a My Accounts list to CSV or Excel, select All Actions and select CSV or Excel.

All data in the list is included in the exported CSV or Excel file. An error displays if the export is unsuccessful.

Related Topics

Moving Between Account Lists and Account Views

My Accounts Overview