New Account Wizard

  • iPad
  • Online
  • Windows

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.

New Account Wizard Lookup Fields

  • Online
  • Windows

Because of data integration requirements for some customers, certain account lookup fields need to be required in the NAW.

Lookup references are not supported in CRM for iPad in the New Account Wizard.

Lookup fields can display in wizards for the following objects where the field is set to required:

  • Account
  • TSF_vod
  • Territory_vod
  • Address_vod

Lookup data must be available for a field to properly work in the New Account Wizard. iPad and Windows VMOC configuration of this setting is highly dependent on the availability of offline data.