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
• Duplicate Record Checking in Account Wizards
• State License Information in Account Wizards

Managing Account Information

• Dynamic Attributes for Accounts
• Account and Contact Merge Administration
• Retaining GPS Coordinates When Modifying an Address
• Address Inheritance Support
• Adding the Business Professional Entity Record Type
• Decoupled Data Change Requests
• The Formulary Matrix
• Prescriber Level Formulary
• Suggestions Overview

Using Accounts

• Stakeholder Navigator
• Viewing Multichannel Activities on the Account Timeline
• Displaying Child Accounts for an Account Hierarchy
• Calls Related Lists
• Enabling MyInsights Custom Account Visualizations
• Veeva Link Integration
• Displaying Aggregate Spend Icons
• Veeva CRM Campaigns