Navigating to Target Detail from My Plans
- Windows Tablet
Target names on the My Plans page are now links directly to the Target’s Account Detail page. This allows users to easily review additional information about their targets to determine the next steps toward achieving their channel and product goals.
For example, Sarah Jones is reviewing her current Multi-Channel Cycle Plan (MCCP). In the Targets tab, the completion percentage in the Approved Email Channel Attainment column for Target A indicates the goal is behind schedule. The user selects Target A’s name displaying the Account Detail screen. The user reviews the Approved Email Suggestions for Target A to determine how to get the channel attainment back on schedule.
Ensure initial configuration is complete to use this functionality.
A target’s name displays as a link only if the Account Detail page is available on the offline platform. For example, while editing a future MCCP in the Edit Goals tab, if the target listed if not yet aligned to the user's territory, the link does not display.
Using Navigating to Target Detail
This feature can be used two ways:
- If the Enable_Child_Account_vod Veeva Setting is set to 1:
- If the Target is a Child Account, selecting the Target’s name displays the Child Account Detail page
- If the Target is an Account, selecting the Target’s name displays the Account Detail page
- If the Enable_Child_Account_vod Veeva Setting is set to null or 0, selecting the Target’s name displays the Account Detail page