MyInsights Platforms
Creating MyInsights Records
| Feature | Browser | CRM Desktop (Mac) | CRM Desktop (Windows) | iPad | iPhone |
|---|---|---|---|---|---|
| Creating MyInsights Content |
|
|
|
|
|
Customizing MyInsights
| Feature | Browser | CRM Desktop (Mac) | CRM Desktop (Windows) | iPad | iPhone |
|---|---|---|---|---|---|
| Deep Linking in MyInsights |
|
|
|
|
|
| Requesting Location via MyInsights |
|
|
|
|
|
| Integrating External Data with MyInsights |
|
|
|
|
|
|
|
|
|
|
|
|
| Translating MyInsights Tab Names |
|
|
|
|
|
|
|
|
|
|
|
|
| Migrating MyInsights Content |
|
|
|
|
|
Viewing MyInsights
Veeva Link Integration
| Feature | Browser | CRM Desktop (Mac) | CRM Desktop (Windows) | iPad | iPhone |
|---|---|---|---|---|---|
| Integrating Veeva Link with a MyInsights Account Page |
|
|
|
|
|
|
|
|
|
|
|
Entry Points and Custom Veeva-Provided Pages
| Entry Point | Custom Page | Browser | CRM Desktop (Mac) |
CRM Desktop (Windows) |
iPad | iPhone |
|---|---|---|---|---|---|---|
| Account |
|
|
|
|
|
|
| Account Plan | Account Plan |
** |
|
|
|
|
| Default Account Profile |
|
|
|
|
|
|
| Call | n/a |
|
|
|
|
|
| Inventory Monitoring | Inventory Monitoring |
|
|
|
|
|
| Default KOL Profile | KOL Profile |
|
|
|
|
* |
| Orders | Product Group Subtotals |
|
|
|
|
|
| Remote Meeting | Engage Splash Screen |
|
|
|
|
|
| Default Landing Screen | Territory Insights |
|
|
|
|
* |
| Territory | Territory Insights |
|
|
|
|
* |
| Territory Feedback | Creating Content Using the Territory Feedback Entry Point |
|
|
|
|
|
| Speaker | n/a |
|
|
|
|
|
* 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.
