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Add custom objects and its fields in My Account View filter criteria and Columns display

Hi,

 

I Feel we need an enhancement in the My Accounts views. Currently, the four supported objects that were defined in the documentation for the account views/My Accounts are:

  • Accounts
  • Addresses
  • TSF
  • Product Metrics

 

We receive multiple request to add few more columns OR filter it through some more fields which are not part of the above mentioned objects. Veeva need to give us the flexibility of adding some more custom child objects of Accounts in the My Accounts view. 

 

This can eliminate the creation of reports multiple times for users and Support Teams.

3 comments

  • Avatar
    Nosheen Moosvi Official comment

    Hi Avinash,

    Thank you for reaching out to Veeva about the creation of new views in My Accounts. To provide some additional context, what is your specific use case here? What other objects would you want to be able to filter on when creating a new view in My Accounts?
     
    Thanks,
    Nosheen
  • Avatar
    EVER CRM Admin (Stefan Thaler)

    I would find it great if we could have some filter criterias availiable in "My Accounts" like in the SFDC strandard search. So we could combine some standard views with the possiblity of individual search.

    BR

    Stefan

  • Avatar
    Avinash Halagatti

    Hi Nosheen,

    Currently, the four supported objects that were defined in the documentation for the account views/My Accounts are:

    • Accounts
    • Addresses
    • TSF
    • Product Metrics

    Please find the below highlighted objects currently being used in My Accounts view.

    it would be great if Veeva provides the flexibility in My Account view so that we can also add other custom objects which have a MD/lookup relation to Account object. 

     

    Regards,

    Avinash

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