Setting the Timeline as the Default View for an Account

  • iPad
  • Windows

When accessing an account, users can set the Timeline view as the primary landing screen, allowing quick assessment of recent activity for the account. For example, Sarah Jones is a KAM who often needs to review calls made to the accounts in her territory. Sarah’s admin sets the Timeline as her default view, allowing Sarah to navigate quickly to the information she needs to review.

Configuring the Timeline as the Default View for an Account

Ensure initial configuration is complete to use this functionality.

To set the Account Overview Timeline page as the default landing page for an Account, enable the DEFAULT_ACCOUNT_PROFILE_vod Veeva Setting as follows:

  • For Commercial CRM:
  • 0 or 2 = Account Detail (default)
  • 1 or 3 = Account Overview Timeline (default)
  • For Medical CRM:
  • 0 or 1 = Account Overview Timeline (default)
  • 2 or 3 = Account Detail (default)

If users do not have the Timeline configured, the setting is ignored and the standard Account Detail page displays.

Once the Default Account View is configured, when a user accesses an Account, the Timeline page displays with an action list allowing them to perform the following actions:

  • View Full profile - Displays the Account Detail page
  • Record a Call - This option displays if the following conditions are met:
  • Record_a_Call button is on the Account page layout
  • The user has Create privileges on the Call2_vod object
  • Launch Media - Displays the CLM presentation viewer on top of the current window. This option displays if the following conditions are met:
  • The user has Create privileges on the Call2_vod object
  • The user has Read privileges on the CLM_Presentation_vod and CLM_Presentation_Slide_vod objects
  • Send Email - Displays the Compose New Email window from Approved Email on top of the current window. This options displays if the following conditions are met:
  • The user has Create privileges on the Sent_Email_vod object
  • The user has Read privileges on the Approved_Document_vod object