Configuring the My Accounts Display
The fields, sections, and layout in the Account Detail screen can be configured in Vault.
Specialized functionality is accessed by placing custom actions onto the layout.
Who can use this feature?
- Admin Users — Browser
- Assigning Account Icons
- Account Wizards
- Setting Hyperlink Formula Fields
- Users do not require an additional license
Vault CRM for iPad does not support the Formulary Matrix or Formulary for Rep features.
Configuring the My Accounts Display for
Admin Users
To configure this feature, ensure Configuring Accounts is complete.
To enable specialized functionality in My Accounts, add actions to the Account object.
|
Element Name |
Specialized Functionality |
|---|---|
|
create_medical_inquiry__v |
Displays the Create Medical Inquiry action if the user has the required permissions |
|
create_medical_insight__v |
Displays the Create Medical Insight action if the user has the required permissions |
|
record_a_call__v |
Displays the Record a Call action in the My Accounts list and detail pages. The user must also have Create permission to the call2__v object. |
|
send_email__v |
Displays the Send Email action if the user has the required permissions |
|
stakeholder_navigator__v |
Displays the Stakeholder Navigator action if the user has the required permissions |
|
view_timeline__v |
Displays the View Timeline action if the user has the required permissions |
Assigning Account Icons
Each account object type has an assigned icon. To ensure the proper icon displays in the My Accounts list, do not modify the object type's name and label.
To enable this feature, verify the account_record_type_icon_map__v Veeva Setting points to the ACCOUNT_RECORD_TYPE_ICON_MAP;;Common Veeva Message. Then populate the Veeva Message with a double semi-colon delimited list of record types.
For example, ACCOUNT_RECORD_TYPE_ICON_MAP;;Common can be used for defining the mapping of the Microscope icon to research_center_c custom object type.
An unrecognized object type is assigned the “unknown” icon.
Account Wizards
Vault CRM for iPad supports the New Account Wizard, Parent Account Wizard, and New Record Type Wizard for creating accounts. These are accessed by selecting the new record button on the right side of the header in the My Accounts list and Account Detail page. See Configuring Accounts for information on enabling wizards.
Setting Hyperlink Formula Fields (Browser platform)
The HYPERLINK() function in formula fields is used to create links to specific URLs. These links are used in Vault CRM to launch websites with registered custom URL schemes. Customers can create links with dynamic parameter values and formula fields can reference field values from Veeva objects.
Hyperlink Formula fields are not supported on the Call Discussion section of the Call Report. Also, formula fields display only when a page is in Read mode.
Hyperlink Formula fields are not supported on mobile devices.
