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 create a view and specify filters:

1. Select Create New View from the Views and Lists sub tab in My Accounts.
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 in the Search Criteria section.

   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
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.

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.

Initial Display Limit in My Accounts (Browser Platform)

My Accounts Views initially display 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.

Accessing Account Views in My Accounts

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

Searching Account Views

Users can enter search terms to filter the data in the current view. Search terms can be entered as follows:

• By selecting a column header and entering a search term in the field (Browser)
• By entering search terms in the primary Search field at the top of the My Accounts page (iPad, iPhone)

The search is case-insensitive, and includes Text, Picklist values, Numbers, and Text Formula fields.

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

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 (iPad, iPhone) or the Lists section of the Views and Lists subtab of the My Accounts screen (Browser).

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 as follows:

• By selecting a column header and entering a search term in the field (Browser)
• By entering search terms in the primary Search field at the top of the My Accounts page (iPad, iPhone)

The search is case-insensitive, and includes Text, Picklist values, Numbers, and Text Formula fields.