Child Accounts in Veeva CRM
In some organizations, the relationship between the person account and business account is an integral part of the call that can affect other areas of CRM functionality. In Veeva CRM, this relationship is modeled using Child Account records, which display person and location information together as one unique record. This enables users to accurately record interactions against the relationship.
The following modules support child accounts. For more information on using child accounts in each module, select the topics listed below.
Accounts
Account Hierarchy
Displaying Child Accounts for an Account Hierarchy
Account Wizards
Enabling Child Account Fields in Wizards
Core Accounts
My Accounts
Call Reporting
CLM
- Tracking Save for Later CLM Activity in Veeva CRM on Desktop
- Associating Save for Later CLM Activity with Calls on Browser
Events Management
- Lightning for Events Management
- Child Accounts in Events Management
- Searching for Child Account Attendees Outside a User’s Territory
Products
Product Metrics for Child Accounts
Medical Events
Child Accounts in Medical Events
Medical Inquiries
Creating Medical Inquiries for Child Accounts
Multichannel Cycle Plans
- Supporting MCCP Child Accounts
- Supporting Pull-In Fields for MCCP
- Navigating to Target Detail from My Plans
My Schedule
- Lightning for My Schedule
- Viewing Custom Information with Display-By
- Managing Call Cycles for Child Accounts
- Displaying Office Best Times for Child Accounts
Surveys
For some types of VMOCs, special considerations apply when using VMOCs with child accounts. See Using VMobile Object Configurations for more information.