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Customize Account Plan List view in iRep.

Hi, 

Please enable the custom configuration for iRep Account Plan List.

It's confirmed from Ticket #441061. On the iRep Account Plan List view only display below: 

1. Account Name
2. Status
3. % Complete
4. Active

Reason: It's compliance issue, we are not allowed to put free text on Account Plan.  We modified the Name as auto number, and use a Pick list field as the Name. Now the iRep list is showing meaningless information which only showing auto number. 

So please enable the custom configuration on iRep Account Plan List or at least showing a description (text field or a formula that we can control) after the Name field.

Leon

 

1 条评论

  • Avatar
    Arpad Laczkovszki 正式评论

    Hi Leon,

    Thanks for the suggestion, as confirmed in the referenced ticket this is not something you can control at the moment but we'll keep this idea in mind when scoping and evaluating enhancements for future releases.

    As a workaround in the meantime, you can use our MyInsights territory-level entry point with a custom report that lists all the available Account Plans for the end user showing only the relevant information, while also having the ability to easily navigate to a full detailed view of the record using Smart Linking. For more information, please follow the link below.

    https://crmhelp.veeva.com/doc/Content/CRM_topics/My_Insights/MyInsights%20Overview/MyInsightsSmartLinking.htm

    thanks,

    Arpad

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