New Account Wizard

  • iPad
  • Browser

The New Account Wizard allows users to create an account and corresponding address in a single screen when creating a record in My Accounts. All fields required to create an account display in the New Account Wizard page for the user to populate.

Ensure initial configuration is complete to use this functionality.

Look-up references are not supported in CRM for iPad in the New Account Wizard.

The Account Edit screen is the initial screen in the New Account Wizard.

The complete Account Information screen displays next, and the Save button on the Account Edit screen is replaced with the Continue button. Selecting Continue leads to the full Account Information screen, where users can edit all non-required fields relevant to an account.