Record Types in Accounts

  • Browser (Classic)
  • iPad
  • iPhone
  • Windows Tablet

Each account in Veeva CRM is associated with a specific record type. Record types enable admins to offer different business processes, picklist values, and page layouts to end users based on profile. Record types can be used in various ways—for example, when different record types are configured for hospitals and pharmacies, hospital records and pharmacy records display different picklists because of the associated record type.

For example, Dr. Clinton Ackerman, works at both a private practice and a hospital. Using record types, Sarah’s admin sets up a distinct page layout for the private practice and another page layout for the hospital. Depending on where the call takes place, different fields, picklist values, and information display to Sarah, enabling her to capture the appropriate information for each type of call.

Ensure initial configuration is complete to use this functionality.

If you create new record types, add them to the Applies_To_vod picklist on the Metric_Configuration_vod object so users can apply Product Metrics to accounts with the new record type. For more information on updating the Applies_To_vod picklist, see Displaying Product Metrics.

Icons for Custom Account Record Types

To provide a visual identifier for custom account record types, admins can map standard account icons to custom account record types. Account icons display in the Sphere of Influence on all platforms and in the My Accounts list on all mobile platforms.

To map a standard account icon to a custom account record type, populate the ACCOUNT_RECORD_TYPE_ICON_MAP_vod Veeva Setting with a semicolon-delimited string in the following format:

<STANDARD_TYPE_1>:<CUSTOM_TYPE_A>,<CUSTOM_TYPE_B>;<STANDARD_TYPE_2>:<CUSTOM_TYPE_C>,<CUSTOM_TYPE_D>

  • <STANDARD_TYPE> is the name of one of the standard Veeva record types.
  • <CUSTOM_TYPE> is the label of the custom record type to map to the standard record type
  • To map one standard icon to multiple custom record types, separate the custom record type names with commas. For example, Professional_vod:MyCustom1,MyCustom2
  • Separate icon mapping lists with a semicolon. For example, Professional_vod:MyCustom1,MyCustom2;Hospital_vod:MyCustom3

The table below contains the standard Veeva record types and their respective icons for iOS devices. The Browser and Windows Tablet icons have a similar look and feel.

Standard Record Types

Icon

Standard Record Types

Icon

Board_vod

KOL_vod

Business_Professional_vod

Laboratory_vod

Distributor_vod
Distributor_Branch_vod

MCO_Plan_vod

MCO_vod

Employer_vod

Organization_vod

Extended_Care_vod

Pharmacy_vod

Generic Business

Practice_vod

Generic Person

Professional_vod

Government_Agency_vod

Publication_vod

Hospital_Department_vod

Hospital_vod

Wholesaler_vod

Institution_vod