Network Account Search
To activate the Network Account Search, enable the Veeva Setting ACTIVATE_NETWORK_ACCOUNT_SEARCH and set the Network_Customer_Master_Mode_vod setting to 1. Both these settings can be found in the Network Setting group under Custom Settings, Manage Network Settings.
If utilizing NAS online, remove Create permission for the Account object for the user profile.
Configuring Territory Assignment
Prerequisite for Configuring Territory Assignment
Users must have read/write access to the ATL object.
Use the chart below to configure Territory Assignment:
Territory Selection Method |
Configuration |
Territories assigned to Account |
---|---|---|
Automatically assign to the first territory in the list |
The Territory_vod field on the Account object is read only and NETWORK_NAW_ASSIGN_ALL_TERR setting is FALSE |
All previous territories + First territory in the list |
Automatically assign All territories to the Account |
The Territory_vod field on the Account object is read only and NETWORK_NAW_ASSIGN_ALL_TERR setting is TRUE |
All previous territories + All of the User's assigned territories |
Allow User to choose which territories via a multi-select |
The Territory_vod field on the Account object is NOT read only (ignores the NETWORK_NAW_ASSIGN_ALL_TERR setting) Territory field will always be required for the multi-select option (otherwise the User would not be able to add the Account to their view) Territories shown will be all territories the User is assigned to The territory selector window displays only if the Enable User Assigned Territory Veeva Custom Setting is enabled. |
All previous territories + Territories selected by User |