Accounts Platforms

Below is a list of all Accounts feature availability by platform.

Creating Accounts

Functionality Browser CRM Desktop (Windows) iPad iPhone

Account Hierarchy in Account Wizards

Auto-Creating Affiliations in Account Wizards

Disabling the Create Button for Accounts

Duplicate Record Checking in Account Wizards

New Account Wizard

New Record Type Wizard

Parent Account Wizard

Previewing an Account During Creation

Capturing State License Information in Account Wizards

Using Account Wizards

Using Custom Account Record Types with the New Record Type Wizard

My Accounts

Functionality Browser CRM Desktop (Windows) iPad iPhone

Account Filter Recall

Account Lists and Views

Configuring the My Accounts Display

Creating Accounts and Related Data

Identifying Accounts with Account Identifier or Account Name Expansion

Managing Dynamic Attributes in My Accounts

Displaying the Engage Profile Indicator on Accounts

Lightning for My Accounts

Child Accounts in Lightning for My Accounts

Moving Between Account Lists and Account Views

My Accounts Alphabar on iPad

My Accounts

Regional Manager Governors in My Accounts

Scheduling a Call in My Accounts

Sticky Sort Order for My Accounts

Using the Account Details Screen

Visibility of Accounts and Territories

Managing Account Information

Functionality Browser CRM Desktop (Windows) iPad iPhone

Merging Duplicate Account or Contact-Related Records

Adding the Business Professional Entity Record Type

Enabling Address Inheritance Support

Cross Hierarchy Affiliations in Stakeholder Navigator

Customer Journey Data Model

Decoupled Data Change Requests

Displaying the Primary Parent with a Business or Person Account's Name

Dynamic Attributes for Accounts

Long Notes in Data Change Requests

Sphere of Influence

Managing Account Hierarchies

Managing Affiliations in Stakeholder Navigator

Patient Journey

Prescriber Level Formulary

Record Types in Accounts

Retaining GPS Coordinates When Modifying an Address

Suggestions Overview

Displaying the Formulary Matrix

Working with Territory Fields

Using Accounts

Functionality Browser CRM Desktop (Windows) iPad iPhone

Account Deep Linking

Account Overview Panels

Displaying Calls Related Lists for Accounts

Customizing Account Fields in Stakeholder Navigator

Displaying Aggregate Spend Icons

Displaying Child Accounts for an Account Hierarchy

Displaying the Multichannel Calendar

Global Account Browse

Displaying Account Maps

Referencing Office Best Times for Accounts

Searching for Accounts

Stakeholder Navigator

Stamping Country Information for Account and User

Using Addresses in Accounts

Using the Account Details Screen

Using the Veeva-Provided Custom MyInsights Interaction Summary Page

Veeva CRM Campaigns

Veeva ID

Viewing the Account Timeline

Viewing Multichannel Activities on the Account Timeline

Working with Child Accounts

Account Plans

Functionality Browser CRM Desktop (Windows) iPad iPhone

Account Plan Sharing

Using the Veeva-Provided Custom MyInsights Account-Based Selling Page

Account Plan Notes

Apply Product Plan Button

Account Tactics

Account Hierarchy Overlay

Account Plan Deep Cloning

Calculating Account Plan Progress Using the Account Plan Hierarchy

Using Action Items for KAMs

Using the Apply Product Plan Function

Managing Call Objectives in Plan Tactics

Supporting Custom Objects in the Account Plan Hierarchy

Exporting Account Plans to PowerPoint

Working with Multiple SWOT and Goal Records

Plan Tactics

Product Plans

Product Tactics and Strategies