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?
- Browser, iPad Users (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__v.
- Add view_user_territory_section__v to the appropriate Account layout.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select Objects > account__v.
- Grant View permission to the view_user_territory_section__v object control.
- Select Objects > user_territory__v.
- Grant Read permission to the user_territory__v object.
- Grant Read permission to the following fields on the user_territory__v object:
- user__v
- territory__v
The layout generates the display of users, territories, and territory descriptions assigned to a given account.
Setting a Different Default View for Accounts
By default, when a user navigates to an account in Vault CRM, the account detail screen displays information about the account’s calls, territories, multichannel activities, and more. However, this information may not be the most relevant for all end users.
To allow users to view customized account information after navigating to an account, admins can configure one of the following options to display instead of the Account Detail Page:
- Account Timeline - Displays a chronological history of all activities involving an account. This enables users to view an account's history, including any calls, medical events, or Approved Emails they have received.
- X-Pages Account Profile - Displays account information, for example, a combined view of an account’s calls, medical inquiries, and sent emails. Content creators can customize the X-Page to meet end users’ needs.
- X-Pages KOL Profile - Displays KOL Profile information, for example, medical events, clinical trials, and emails sent to the KOL. Content creators can customize the X-Page to meet end user’s needs.
If an X-Pages KOL Profile is not configured as the default display, the default display for accounts is determined by the default_account_profile__v Veeva Setting:
- For Commercial Vault CRM, populate the setting with either 1 or 3
- For Medical Vault CRM, populate the setting with either 0 or 1
|
Value |
Commercial |
Medical |
|---|---|---|
|
0 |
Account Detail |
Timeline |
|
1 |
Timeline |
Timeline |
|
2 |
Account Detail |
Account Detail |
|
3 |
Timeline |
Account Detail |
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.
Addresses in Accounts
When an account has multiple addresses, the preferred address for the territory, stored in the tsf__v object, is used. If a preferred address is not identified, the primary address displays. The primary address is the main address for the account.
The Table tab displays data specified by the view, which can be configured online. Each row also has an icon reflecting the account's object type.
Formula Fields
Formula fields are evaluated on the server and synchronized to the device as text values. If any data used in the calculation for a formula field is changed, the updated field value is applied the next time the user syncs.
When a Formula field value changes, the change is synced when the systemmodstamp is updated on the record.
Viewing Territories on Accounts
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 displays the territories to which the account is assigned, and all users aligned to those territories.
The User Territory section is not displayed when users edit accounts.
