Supported Accounts Functionality on CRM iPhone

Users can view and search for accounts in different views and navigate to accounts in Veeva CRM from external applications.

Default Functionality

• Using the Account Details Screen
• Using Addresses in Accounts
• Displaying the Primary Parent with a Business or Person Account's Name
• Account Lists and Views
• Searching for Accounts

Advanced Functionality

• Account Deep Linking
• Dynamic Attributes for Accounts
• Managing Dynamic Attributes in My Accounts
• Using the Veeva-Provided Custom MyInsights Interaction Summary Page