Creating Medical Inquiries from the Account Profile View

  • iPad
  • Windows

Users can create Medical Inquires from certain Account views to avoid navigating to another part of the application. The following pages require the New_Medical_Inquiry_vod button on the appropriate Account page layout to create Inquires directly:

  • Account Profile
  • Account Timeline
  • My Accounts

Configuring Medical Inquiries from the Account Profile View

Ensure initial configuration is complete to use this functionality.

To configure Medical Inquiry Creation from Account Views:

  1. Enable the Medical_Inquiry_From_Account_vod and SObject_New_vod Visualforce pages for users.
  2. Grant users Create permission on the Medical_Inquiry_vod object.

Using Account Views to Create a Medical Inquiry

iPad and Windows users can select the New_Medical_Inquiry_vod button from an Account profile, the Account Timeline, or the My Accounts list. Users can only create Medical Inquiries from the Account Timeline if the Account Timeline is set as the default view. Online users can create an Inquiry from the Account profile.