My Schedule Map View

  • iPad

Users can now select the Map tab in My Schedule to view nearby accounts to plan more efficient routes based on geography. Users are also able to view schedule events on the map.

For example, Sarah Jones has a lunch and learn scheduled with Dr. Blum at 12:00 and a call scheduled with Dr. Goodwin at 3:00. She wants to find other accounts to visit in between. Sarah views the map, sees Dr. Kirchner’s office is on the way from Dr. Blum’s to Dr. Goodwin’s, and plans a 2:00 appointment.

Configuring the Map View for My Schedule

To enable this feature:

  1. Ensure the Apple Maps integration is enabled.

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

To disable the map entry point, populate the Disable_Map_Entrypoints_vod Veeva Setting with MySchedule_vod. See Apple Maps Integration for more information about this Veeva Setting.

Using the Map View for My Schedule

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

Accounts Panel in Map View for My Schedule

The accounts panel displays all accounts available for the user, including the distance either from the center point of the user’s scheduled calls for the day or, if no calls are scheduled, from the user’s current location. Users can drag an item from the account panel to the calendar panel to schedule a call. Selecting an account card or an account’s More Actions button changes the card to dark gray and enlarges the teal pin on the map.

Map Panel in Map View for My Schedule

The map panel displays scheduled calls, account nearby pins, and cluster pins.

Calls listed in the calendar panel are plotted on the map and marked with an orange timestamp. Accounts listed in the accounts panel are marked with teal dots on the map panel.

Selecting a nearby account pin navigates the user to the associated card in the account panel. Selecting a cluster pin zooms the map in and breaks the cluster into smaller clusters while displaying the associated accounts on the account panel.

Only the primary address is plotted. That value is based on the address associated with the TSF or, if no address is associated, the address marked as Primary_vod.