My Accounts Overview

My Accounts is the central hub for accessing and managing all accounts available to the user, which are listed on the My Accounts screen. From My Accounts, users can take advantage of a full range of information, including the following:

• search for accounts based on basic account profile attributes
• save a search for a specific set of records with a custom view
• organize accounts into lists
• designate the sort order for records
• indicate which columns should display on a custom view
• select the blue hyperlinked account name to open the account screen

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.

Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.

Searching in My Accounts

Users can search My Accounts data by selecting My Accounts from the search dropdown and entering search terms in the field. The My Accounts screen displays, and a search is performed against the visible My Accounts data.

The search does not include reference fields, or information in columns that are not currently displayed in My Accounts.

More Actions

Permissions on the account_list_item__v and account_list__v objects determine which options are available for the More Actions menu on My Accounts. If a user has Delete permission to the account_list_item__v object, the Remove from List option displays. If the user has Create permission to the account_list_item__v object, the Add to List option displays.

The following object actions are available:

• Create New View

• Edit View

• Delete View

• Create New List - The user must select one or more accounts for this action to display

• Edit List

• Delete List

• Add to List

• Remove from List

• Schedule a Call - The user must select one or more accounts for this action to display

• CSV Export

• Excel Export