Regional Manager Governors in My Accounts

  • iPad
  • iPhone
  • Online
  • Windows

To optimize performance of the My Accounts tab, users can be prevented from selecting a territory that is three or more levels from the parent in the Territory Hierarchy. The user is informed that they should select a regional manager, for example, the district manager or sales representative, to proceed.

Ensure initial configuration is complete to use this functionality.

For more information about territory hierarchies and best practices, see Territory Management.

If the user has access to more than 5000 accounts, the All Accounts tab does not display. This is controlled by the DISABLE_RM_QUERY_vod Veeva Setting.