Enabling My Schedule Map View

  • iPad

To efficiently plan call routes and navigate to scheduled activities,users can view nearby accounts and schedule calls from Map View.

Configuring the Map View for My Schedule

Ensure initial configuration is complete before enabling this functionality.

To enable this feature:

  1. Grant users FLS Read permission to the Latitude_vod and Longitude_vod fields on the Address_vod object.
  2. Data load account latitude and longitude information. See Data Loading in CRM for more information.

Using the Map View

The Maps tab contains three main components: a calendar panel, an accounts panel, and a map panel.

In Map View, account-based events with addresses are plotted on the map. The map pin displays the event time. When there are multiple calls or events at the same address, the number of entries displays next to the event time.

Plotting for venue and location based events is not supported. If only the Venue_vod or Location_vod fields are populated, the event or medical event is not plotted on the map. For more on events and medical events in My Schedule, see Displaying Events in My Schedule.

Using the Accounts Panel in Map View

The accounts panel displays all accounts available for the user and the account distance, which is based on the center point of the user’s scheduled calls for the day or, if calls are not scheduled for the day, distance from the user’s current location. Depending on the user’s locale, distance displays in miles or kilometers.

To find a specific account, users can filter accounts using the drop-down list at the top of the accounts panel or search for accounts from the search bar. Users can also view display-by information in the accounts panel, including custom display-by information. For more, see Viewing Custom Information with Display-By.

To schedule a call, drag an item from the accounts panel to the calendar panel. Selecting an account card changes the card to dark gray and enlarges the account’s teal dot on the map.

To view Account Details or the Account Calendar for a particular account, select the appropriate option from the More Actions menu on the account card.

Users can easily schedule or reschedule calls across days by dragging calls to the edge of the calendar panel for at least one second:

  • To move a call to a past day, drag the call to the left edge of the schedule and drop the call on the appropriate date and time
  • To move call to a future day, drag the call to the right edge of the schedule and drop the call on the appropriate date and time

Once users drop a call, the call is rescheduled to the selected date and time. The call status remains the same. For example, when a user reschedules a planned call, the call remains in planned status.

Using the Map Panel in Map View

The map panel displays scheduled calls, indicators for accounts nearby, and cluster indicators for groups of accounts near each other. Selecting a nearby account indicator displays the associated card in the account panel.

Marker Type

Image

Usage

Green dot with number

Indicates a cluster of accounts close to one another. The number represents the number of accounts in the cluster.

Orange timestamp

Indicates a call at a specific address. If there are multiple calls or events at the same address, the number of entries displays next to the event time pin.

Teal dot

Indicates an account without a scheduled call

Viewing Clusters

Selecting a cluster indicator zooms the map in, breaks the cluster into smaller clusters, and displays the associated accounts on the account panel.

Only the primary address is plotted. That value is based on the address associated with the TSF record for the account or, if an address is not associated, the address marked as Primary_vod.

Disabling Map View in My Schedule

To disable only the map entry point, populate the Disable_Map_Entrypoints_vod Veeva Setting with MySchedule_vod. To disable all maps entry points, see Configuring Accounts.

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