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
Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.
Users and Roles
My Accounts allows end users to perform the following actions:
End Users
- Configuring the My Accounts Display - Configure the fields, sections, and layout in the Account Detail screen
- Identifying Accounts with Account Identifier or Account Name Expansion - View information about an account to help identification when account information displays in the application
- Moving Between Account Lists and Account Views - Navigate between account Views and Lists to access accounts efficiently
- Scheduling a Call in My Accounts - create Call records for a selected account or for multiple accounts
- Using the Account Details Screen - access all account information, for example, location, specialty, orders, and affiliations
- Account Views and Lists - organize and easily find accounts
- Visibility of Accounts and Territories - control which accounts display on the My Accounts screen
