Accounts Advanced Functionality

Admins can enable the following advanced functionality for users:

Creating Accounts

• Previewing an Account During Creation
• Account Hierarchy in Account Wizards
• Stamping Country Information for Account and User
• Using Custom Account Record Types with the New Record Type Wizard
• Capturing State License Information in Account Wizards

Managing Account Information

• Formatting HCP Display Names
• Displaying Additional Sphere of Influence Fields
• Displaying an Affiliation Count in Sphere of Influence
• Using Bookmarks for Account Filters in Sphere of Influence
• Dynamic Attributes for Accounts
• Managing Affiliations in Stakeholder Navigator
• Merging Duplicate Account or Contact-Related Records
• Retaining GPS Coordinates When Modifying an Address
• Geocoding Missing Address Coordinates
• Enabling Address Inheritance Support
• Adding the Business Professional Entity Record Type
• Global Account Search
• Decoupled Data Change Requests
• Displaying the Formulary Matrix
• Patient Journey
• Customer Journey Data Model
• Prescriber Level Formulary
• Suggestions Overview

Using Accounts

• Displaying Aggregate Spend Icons
• Cross Hierarchy Affiliations in Stakeholder Navigator
• Customizing Account Fields in Stakeholder Navigator
• Displaying Aggregate Spend Icons
• Displaying Child Accounts for an Account Hierarchy
• Enabling MyInsights Custom Account Visualizations
• Stakeholder Navigator
• Veeva CRM Campaigns
• Viewing Multichannel Activities on the Account Timeline