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

Inline Editing for MyInsights Content

Translating MyInsights Tab Names

Using CLM Thumbnails in MyInsights

Migrating MyInsights Content

Viewing MyInsights

Feature Browser CRM Desktop (Mac) CRM Desktop (Windows) iPad iPhone

Displaying MyInsights Content on the Call Report

Setting the Default MyInsights Account Profile
Setting the Default MyInsights KOL Profile
Setting the Default MyInsights Landing Screen for Veeva CRM

Sharing MyInsights Content

Viewing MyInsights Content Online

Viewing MyInsights Content in Lightning

Viewing MyInsights Content on iPhone

Managing Visibility to MyInsights Content
Managing MyInsights Visibility for Accounts

Enforcing Order Review Using MyInsights

Refreshing Order Pricing Using MyInsights

Veeva Link Integration

Feature Browser CRM Desktop (Mac) CRM Desktop (Windows) iPad iPhone
Integrating Veeva Link with a MyInsights Account Page

Integrating Veeva Link with a MyInsights Speaker 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 n/a

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.