Managing Tab Visibility and Display Order

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Managing Tab Visibility and Display Order

To customize Vault CRM for users’ workflows and to streamline navigation, admins can reorder or remove visibility to tabs on the navigation bar based on customer-specific needs. This enables end users on the iPad to quickly navigate to those tabs without returning to the home page.

Admins can display, hide, reorder, and relabel tabs in Vault CRM based on frequency of use or other business-related logic, which are reflected on the iPad application for end users.

Who can use this feature?

Business Admin Users (Browser)
Manage tabs
End Users (iPad)
Use tabs
Users do not require an additional license

Considerations

The following Veeva Settings are disregarded when the tab_nav_display__v Veeva Setting is enabled:

enhanced_coaching_mode__v (Advanced Coaching Reports tab)
enable_ipad_mysamples__v (My Samples tab)
kam_enable__v (Account Plan tab)
enable_offline_call_objectives__v (Call Objectives tab)

Configuring Tab Visibility for

Business Admin Users

To enable this feature:

Populate the tab_nav_display__v Veeva Setting with TAB_NAV_DISPLAY;;Common.
Populate the TAB_NAV_DISPLAY Veeva Message with a double semicolon-delimited list of the appropriate tabs to display in the desired order. The list is not case sensitive.

To quickly edit tab display order, edit the following formatted list which includes all tabs in their default order:

MyAccounts;;MySchedule;;Media;;MedicalInquiryFulfillments;;SurveyTargets;;CallObjectives;;AccountPlans;;Email;;MedicalInsights;;MedicalEvents;;MyPlan;;MySamples;;CoachingReports;;AdvancedCoachingReports;;TerritoryFeedback;;Documents;;Files;;GoOnline;;MyCyclePlan;;Suggestions;;MyTasks;;Speakers;;AccountProfiling

Tabs included in the list display as long as the tab’s prerequisites are met and the tab is available on the user’s platform. Tabs not included in the Veeva Message do not display. See the following table for each tab’s prerequisites and platform availability.

Tab	Value for the TAB_NAV_DISPLAY list	Prerequisites
My Accounts	MyAccounts	Configuring Accounts
My Schedule	MySchedule	Configuration for My Schedule, including Read permission to the call2__v object.
Media	Media	Configuring CLM, including Read permission to the following object: clm_presentation__v clm_presentation_slide__v key_messages__v
Medical Inquiry Fulfillment	MedicalInquiryFulfillments	Configuring Medical Inquiry Fulfillment.
Survey Targets	SurveyTargets	Configuring Surveys.
Call Objectives	CallObjectives	Configuring Call Objectives
Account Plans	AccountPlans	Configuring Accounts, including Read permission to the account_plan__v object.
Email	Email	Configuring the Email Tab.
Medical Insights	MedicalInsights	Configuring Key Medical Insights.
Medical Events	MedicalEvents	Configuring Medical Events.
Events	EMEvents	Configuring Events Management
My Plan	MyPlan	Configuring Multichannel Cycle Plans, including Read permission to the mc_cycle_plan__v object.
My Samples	MySamples	Configuring Sample Management
Coaching Reports	CoachingReports	Read permission to the coaching_report__v object. Read permission must also be granted to the following fields: manager__v employee__v status__v review_date__v If all four fields are hidden, the tab does not display. If users are not granted access to any one field, its column does not display on the tab.
Advanced Coaching Reports	AdvancedCoachingReports	Configuring Advanced Coaching Reports for
Territory Feedback	TerritoryFeedback	Configuring Enhanced Territory Feedback, including align_territory_feedback_mode__v Territory Setting populated with 2. Admins cannot enable both the Future Territory Alignments and the Territory Feedback tab at the same time; only one of these tabs can be enabled at any given time.
Approved Documents	Documents	Read permission to approved_document__v Visibility to at least one approved_document__v record offline
Files	Files	Configuring the Files tab.
Go Online	GoOnline	Using the Go Online Button
My Cycle Plan	MyCyclePlan	Configuring Classic Cycle Plans, including permission to the cycle_plan__v object.
Suggestions	Suggestions	Configuring Suggestions, including Read permission to the suggestion__v object.
My Tasks	MyTasks	Edit Tasks.
Speakers	Speakers	Configuring Events Management.
Account Profiling	AccountProfiling	Configuring Accounts

Managing Tabs as

Business Admin Users

Customizing Tab Names

To modify the tab name displayed to users, edit the text in the Veeva Message corresponding to the tab:

Tab	Veeva Message
My Accounts	MY_ACCOUNTS;;MyAccounts
My Schedule	My Calls;;Callplan
Media	MEDIA;;IPAD
Medical Inquiry Fulfillment	MI_FULFILLMENT_TAB
Survey Targets	Defined by survey_target__v object label
Call Objectives	Defined by call_objective__v object label
Account Plans	Defined by account_plan__v object label
Email	EMAIL;;ApprovedEmail
Medical Insights	Defined by medical_insight__v object label
Medical Events	MEDICAL_EVENTS;;TABLET
My Plan	MCCP_TITLE;;Multichannel
My Samples	MY_SAMPLES;;SAMPLES_MGMT
Coaching Reports	Defined by coaching_report__v object label
Advanced Coaching Reports	ENHNCD_COACHING_TAB_NAME;;Surveys
Territory Feedback	FEEDBACK_MENU_ITEM;;Feedback
(Approved) Documents	Defined by approved_document__v object label
Files	FILE;;TABLET
Go Online	GO_ONLINE;;TABLET
My Cycle Plan	HOME_CYCLE_PLAN_TITLE
Suggestions	Defined by suggestion__v object label
My Tasks	HOME_TASKS_title;;TABLET
Speakers	SPEAKER_TAB
Account Profiling	account_profiling__v
Options	OPTIONS;;Common
More	MORE_TAB;;Common

Use Managing Vault Messages and Veeva Messages best practices to clone and edit messages.

Managing Widget Visibility

Admins can configure the following items to display as tabs on the navigation bar, in addition to configuring them as widgets on the home page. To remove any of these tabs from the navigation bar so they only display as home page widgets, do not include the corresponding list value in the TAB_NAV_DISPLAY Veeva Message:

Tab	List Value
Call Objectives	CallObjectives
My Cycle Plan	MyCyclePlan
Suggestions	Suggestions
My Tasks	MyTasks

Additional widgets are available. See Vault CRM Mobile Application Home Page for more information on changing widget visibility and configuring widgets.