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Generating Column Maps for Display of Product Attribute Fields


For each Product Attribute field, a common Display name value can be mapped to all the available Target Products. This Display name mapping is then used to automatically generate the Product Attribute Column labels displayed to the end users in the Accounts Contacts lists. The Display name for each of these Target Products' attribute fields is generated by combining the Product Name for each Targeting Product with the common Display name value defined by the administrator for the Product Attribute field. Once the Product Attribute labels are generated, an administrator can still edit the final display labels if minor updates are required before activating the Targeting Period.

The Targeting Product attributes used by the Sales Force can change from one Targeting Period to another. The application supports the ability to use the same attribute fields across all Targeting Periods, but define different labels for these fields for different Targeting periods. For example, a pharmaceutical company can decide to display the following information to the end users in the Accounts Contacts list screens:

  • In the first quarter, they might display the number of visits by product
  • In the second quarter, they might display the number of samples by product
  • In the third quarter, they might display the number of primary details by product

NOTE:  While the labels can change, the underlying Targeting Product Attribute columns are the same. For this reason, it is important for the administrator to track how the attributes columns and labels are mapped for Targeting period.

Create column map for Accounts Contacts List

  1. Navigate to the Product Attributes screen.
  2. Check the Mapped Field column to select the field to be used to generate the column map.
  3. Enter the Display Name as the postfix to the column display name.
  4. Click the Generate button to generate column mapping in the Column Map view.

    Some fields are described in the following table.

    Field
    Comments

    Mapped Field

    Check to select Product Data field used to display on Accounts Contacts List after activation.

    Field

    (Read only) Product data field column.

    Display Name

    Postfix of the Column Display Name in the Accounts Contacts List. This field will append to the product name in the generated column map.

  5. Edit the Display Name in the Column Map view.

    Some fields are described in the following table.

    Field
    Comments

    Product

    (Read Only) Product Name

    Source Field

    (Read Only) Product data field

    Target Field

    (Read Only) Mapped field in Accounts Contacts List view

    Display Name

    Column Display Name of this product attribute in Accounts Contacts List view

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