Using the Account Details Screen
The Account Details screen is a source for all account information, for example, location, specialty, orders, and affiliations. Selecting an account name on the My Accounts screen displays the Account Details screen.
In Detail view, the left side of the Account Details screen contains related lists, for example, Addresses or Medical Inquiries. The right side displays the sections, fields, and layout defined by the account layout. Actions and operation buttons are available in the tabs.
If users are unable to access record detail pages, verify the country__v field on the user's user__sys object is populated. The country__v field is required for all users.
Who can use this feature?
- iPad Users (Browser, iPhone coming soon)
- Users do not require an additional license
- End Users
Configuring the Account Details Screen for
End Users
To configure this feature, ensure Configuring Accounts is complete.
Displaying Territories on Accounts
To configure the ability for iPad users to view a table with all territories and assigned users for a given account:
- Navigate to Admin > Configuration > Objects > Account object.
- Add view_user_territory_section__v to the appropriate Account layout.
- Grant users Read access to the view_user_territory_section__v app section and the user_territory__v object.
The layout generates the display of users, territories, and territory descriptions assigned to a given account.
Using the Account Details Screen as
End Users
Select the More Actions button to access the following object actions from the Account Details screen:
- Edit - Opens the account edit window, enabling the user to modify account information.
- Record a Call - Creates a call and opens the call report page. This action is available if the user is permitted to create calls for the account.
- Start Media - Opens the media player. This action is available if the user is permitted to create calls for the account.
- New Inventory Monitoring - Creates a new inventory monitoring record for the account
- Ratings - Opens the Advanced Product Metrics screen. This option displays only when detail groups and detail topics are in use.
- Email Opt In - Allows accounts to opt-in for Approved Email
- Send Email - Allows users to send Approved Emails to the account
Users can conduct the following actions from the navigation bar:
- View Hierarchy – Opens the account hierarchy window illustrating the parent and child relationships of the current account
- Calendar – Opens the Multichannel Calendar window showing all calls, medical events, calendar events, and medical inquiries for the current account. Users can navigate from the calendar to the detail screen for an account, medical event, or Time Off Territory record.
- Sphere of Influence – Opens the Sphere of Influence window, displaying affiliated accounts in an intuitive graphical format
Detail view displays related lists. The number of records in each related list displays beside the list name. All related lists added to the Account layout are represented, even if they do not have rows. Custom objects linked to the Account object can be exposed as related lists.
Selecting a related list displays the records in the list. Users can select a row to display the record details showing the sections, fields, and layout as configured in the layout of the object. To sort list contents, select the column header. Select the column header once to sort data in ascending order and again to sort data in descending order.
Viewing Territories on Accounts (iPad only)
To view User Territory information on Account Details:
- Navigate to the Account Detail page.
- Select the Territory link in the last section of account details.
A list of current account territories displays, and a list of users aligned in that territory for the current account.
The User Territory section is not displayed when users edit accounts.
