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
- 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
- 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