Record Types in Accounts

  • iPad
  • iPhone
  • Online
  • Windows

Record types allow admins to offer different business processes, picklist values, and page layouts to end users based on profile. Each account in Veeva CRM is associated with a specific record type. Record types can be used in various ways, for example, displaying individual page layouts for a practice, a distributor, and a government agency or differentiating hospitals from pharmacies with different picklist values for each.

For example, Sarah Jones’s account, Dr. Clinton Ackerman, works both at a practice and a hospital. Using record types, Sarah’s admin sets up distinct page layouts for the private practice and the hospital, so that different information can be displayed for Sarah, depending on where the call takes place.

Ensure initial configuration is complete to use this functionality.

If you create record types, add them to the Applies_to_vod picklist within the Metric Configuration tab so Product Metrics can be added to this type of Account profile.

Icons for Custom Account Record Types

Standard account record type icons can be mapped to custom account record types. The icons are visible in the Sphere of Influence on all platforms and in My Accounts list on all mobile platforms.

To map a custom account record type to a standard account record type icon, 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 record type label of a custom record type that has the same icon as the standard record type. More than one custom record type can be mapped to a single standard record type by separating them with commas.
  • Multiple icon mappings are separated by 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 iPad. The Online 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