MyInsights Platforms
Creating MyInsights Records
| Feature | Browser (Classic) | Browser (Lightning) | CRM Desktop (Mac) | CRM Desktop (Windows) | iPad | iPhone | Windows Tablet |
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| Creating MyInsights Content |
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Customizing MyInsights
| Feature | Browser (Classic) | Browser (Lightning) | CRM Desktop (Mac) | CRM Desktop (Windows) | iPad | iPhone | Windows Tablet |
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| Deep Linking in MyInsights |
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| Requesting Location via MyInsights |
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| Integrating External Data with MyInsights |
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| Translating MyInsights Tab Names |
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| Migrating MyInsights Content |
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Viewing MyInsights
| Feature | Browser (Classic) | Browser (Lightning) | CRM Desktop (Mac) | CRM Desktop (Windows) | iPad | iPhone | Windows Tablet |
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| Setting the Default MyInsights Account Profile |
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| Setting the Default MyInsights KOL Profile |
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| Setting the Default MyInsights Landing Screen for Veeva CRM |
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| Viewing MyInsights Content on Classic |
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| Managing Visibility to MyInsights Content |
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| Managing MyInsights Visibility for Objects |
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| Refreshing Order Pricing Using MyInsights |
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Entry Points and Page Templates
| Entry Point | Page Template | Browser (Classic) | Browser (Lightning) | CRM Desktop (Mac) |
CRM Desktop (Windows) |
iPad | iPhone | Windows Tablet |
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| Account |
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| Account Plan | Account Plan |
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| Default Account Profile |
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| Inventory Monitoring | Inventory Monitoring |
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| Default KOL Profile | KOL Profile |
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| Orders | Product Group Subtotals |
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| Remote Meeting | Engage Splash Screen |
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| Default Landing Screen | Territory Insights |
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| Territory | Territory Insights |
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| Territory Feedback | n/a |
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| Speaker | n/a |
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* The entry point is supported on this platform, but the out-of-the-box page template is not responsive.
** The View All Custom Settings check box must be selected in the Administrative Permissions section of the appropriate end user profile.
