Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/CommercialHCOTemplate.htm

## Using the Commercial HCO Template

The Commercial HCO template helps content creators to quickly create an X-Pages Studio page that allows end users to view HCO account-level data, including Calls, Key Messages, and Call Samples all in one place. Content creators can customize the page template using X-Pages Studio.

For information on using X-Pages Studio templates and configuring content creators to use templates, see [Using X-Pages Studio Template Library](Templates.htm).

**Who can use this feature?**

* Content Creators - Browser
* [Using the Commercial HCO Template](#Using)
* End Users - Browser, iPad, iPhone, Windows
* [Using the Commercial HCO Template](#Using)
* Users do not require an additional license

### Configuring the Commercial HCO Template for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

To configure this feature, ensure [Configuring X-Pages Studio](../StudioConfigure.htm) is complete and the user has deployment permissions.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Configuring X-Pages](../../X_PagesConfig.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

| Object | Object Permission | Object Types | Fields | Field Permission |
| --- | --- | --- | --- | --- |
| call2\_\_v | R | n/a | * account\_\_v * clm\_\_v * call\_channel\_\_v * call\_date\_\_v * call\_datetime\_\_v | Read |
| sent\_email\_\_v | R | n/a | * account\_\_v * email\_sent\_date\_\_v * product\_\_v * approved\_email\_template\_\_v * click\_count\_\_v * open\_count\_\_v | Read |
| html\_report\_\_v | R | * acccount\_reports\_\_v * account\_profile\_override\_\_v   You only need to grant access to the record type for the page you want to deploy. | n/a | n/a |
| account\_\_v | R | n/a | * group\_specialty\_1\_\_v * group\_specialty\_2\_\_v | Read |
| address\_\_v | R | n/a | * street\_address\_1\_cda\_\_v * street\_address\_2\_cda\_\_v * city\_cda\_\_v * state\_province\_\_v * postal\_code\_cda\_\_v | Read |
| tsf\_\_v | R | n/a | * account\_\_v * my\_target\_\_v * address\_\_v * territory\_\_v | Read |
| call2\_detail\_\_v | R | n/a | * call2\_\_v * product\_\_v | Read |
| call2\_key\_message\_\_v | R | n/a | * call2\_\_v * clm\_presentation\_\_v | Read |
| my\_setup\_products\_\_v | R | n/a | product\_\_v | Read |
| product\_\_v | R | n/a | * company\_product\_\_v * product\_type\_\_v | Read |

### Using the Commercial HCO Template as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

To use the Commercial HCO template:

1. Log into **X-Pages Studio**.
2. Select the **Studio Templates** tab.
3. Select the **Commercial HCO** template.
4. Select **Use Template**.
5. Customize the new page as needed. This step is optional.
6. [Deploy](../DeployPage.htm) the new page using X-Pages Studio. See [Displaying X-Pages Content on the Call Report](../../../Call_Reporting_2/Executing/Activities/CallReportXPage.htm) to display the widget once deployed.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

![](../../../../Resources/Images/X-PagesStudio/Templates/Commercial HCO.png)

Before any customization, users can view information in the following sections:

* Account Overview - Displays important fields for an HCO Account
* Time Period - Indicates that the data displayed in the other sections is limited to the last 90 days
* Activity Overview - Displays the number of Calls and Calls with CLM recorded for the current HCO Account
* Channel Trends - Displays the number of Calls based on the Call Channel object for the current account
* Activity by Product - Displays the user’s MySetup products and number of related Calls submitted for the current account
* Child Accounts - Displays the current HCO's top 5 primary child accounts and number of calls and emails submitted for those accounts
* Recent Calls - Displays 5 most recent calls for the current HCO account
* Top CLM Presentations - Displays top 5 CLM presentations shown to the current HCO account during calls, the number of calls, and the last call date

### Related Topics

[Using the Commercial HCP Template](CommercialHCPTemplate.htm)

[Using the Commercial Territory Template](CommercialTerritoryTemplate.htm)