Default Account Profile

The Default Account Profile enables users to review activities in the Timeline as well as create new activities, for example, a new Order. Users can customize this view to enhance their efficiency for Inventory Monitoring, Contract Negotiation, and Order Management.

For example, Sarah Jones wants to process a new Order for Chilton Memorial Hospital. She adds a new Order directly from the Timeline view of Dr. Ackerman's profile.

Configuring the Default Account Profile

This feature is enabled by default when the DEFAULT_ACCOUNT_PROFILE_vod Veeva Setting is set to 1.

Users who have permissions to create a new Order, Inventory Monitoring, or Contract from the Account page also can create these activities from the Timeline Account Profile via the More Actions button.