Accounts Platforms
Below is a list of all Accounts feature availability by platform.
Creating Accounts
Functionality | Browser | CRM Desktop (Windows) | iPad | iPhone |
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Using Custom Account Record Types with the New Record Type Wizard |
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My Accounts
Functionality | Browser | CRM Desktop (Windows) | iPad | iPhone |
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Identifying Accounts with Account Identifier or Account Name Expansion |
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Managing Account Information
Functionality | Browser | CRM Desktop (Windows) | iPad | iPhone |
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Displaying the Primary Parent with a Business or Person Account's Name |
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Long Notes in Data Change Requests | ||||
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Using Accounts
Functionality | Browser | CRM Desktop (Windows) | iPad | iPhone |
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Using the Veeva-Provided Custom MyInsights Interaction Summary Page |
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Account Plans