Accounts Platforms
Below is a list of all Accounts feature availability by platform.
Creating Accounts
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New Account Wizard |
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Previewing an Account During Creation |
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Capturing State License Information in Account Wizards |
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Using Account Wizards |
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Using Custom Account Record Types with the New Record Type Wizard |
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My Accounts
Managing Account Information
Functionality | Browser (Classic) | Browser (Lightning) | CRM Desktop (Windows) | iPad | iPhone | Windows Tablet |
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Decoupled Data Change Requests |
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Displaying the Primary Parent with a Business or Person Account's Name |
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Dynamic Attributes for Accounts |
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Record Types in Accounts |
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Retaining GPS Coordinates When Modifying an Address |
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Using Accounts
Functionality | Browser (Classic) | Browser (Lightning) | CRM Desktop (Windows) | iPad | iPhone | Windows Tablet |
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Account Deep Linking |
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Displaying Aggregate Spend Icons |
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Displaying Child Accounts for an Account Hierarchy |
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Displaying the Multichannel Calendar |
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Global Account Browse |
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Using the Account Details Screen |
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Using the Interaction Summary Visualization |
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Veeva CRM Campaigns |
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Veeva Link Integration |
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Viewing the Account Timeline |
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Working with Child Accounts |
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