Moving Between Account Lists and Account Views
Users with access to Account Lists can move between Account Views and Account Lists. Views are also available for selection as a filter on Vault CRM for iPad’s Call Schedulers, simplifying the search process when planning Calls. There is no support for creating, editing, or deleting views offline.
Who can use this feature?
- Browser, iPad Users (iPhone coming soon)
- Users do not require an additional license
- End Users
Configuring Moving Between Account Lists and Account Views for
End Users
To configure this feature:
- Ensure Configuring Accounts is complete.
- Grant users Read permission to the view__v object. This configuration also displays the All Accounts option in the View section.
- Ensure the appropriate user profiles have an active VMOC record for the view__v object.
Using Moving Between Account Lists and Account Views as
End Users
Users can navigate to the account hierarchy directly from a My Accounts list. If a business account has at least one child account, a hierarchy action displays in the Account row under More Actions.
Selecting the hierarchy button displays a pop-up window listing the child accounts of the selected account. If a listed child account has child accounts of its own, a Detail Disclosure action displays on the far right side of the list item. Selecting the Detail Disclosure action displays one level down in the hierarchy.
A search box at the top of the window allows users to use a type-ahead search to filter the current level of the hierarchy. Each child account also has a New Call action and a Launch Media action to make it easy for a user to create a call or launch into the media player directly from the hierarchy pop-up window.
