Capturing State License Information in Account Wizards

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Capturing State License Information in Account Wizards

To enable users to quickly capture important state license information for new person accounts, admins can configure state license fields to display in account wizards. State license information is used in call sampling to validate whether a person is permitted to legally practice medicine.

Who can use this feature?

Browser Users (iPad coming soon)
Users do not require an additional license
End Users

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Configuring State License Information in Account Wizards for

End Users

To configure this feature:

Ensure Configuring Accounts is complete.
Grant the following permissions for end users:

Object	Object Permissions	Object Types	Fields	Field Permissions
address__v	n/a	n/a	license__v license_expiration_date__v	edit

Add the license__v and license_expiration_date__v fields on the address__v object to the layout assigned to the user's profile.

Excluding Specific Record Types

To exclude specific record types from displaying state license fields in account wizards and ensure users only capture license information for account types which require it, include the non-translated object type names for the excluded object types in a comma-delimited list in the new_account_types_disable_license_info Veeva Message.

If an object type is included in the new_account_types_disable_license_info Veeva Message, the License Information section heading, the license number, and the License Expiration Date fields do not display for that object type in the New Account Wizard or the Parent Account Wizard.

Using State License Information in Account Wizards as

End Users

To capture state license information from an account wizard:

Navigate to the appropriate account’s Account Detail screen.
Select the New Account or + button.
Select a Person Account object type.
Complete the fields in the account wizard.

When users save the new account record, the license field values are captured on the primary address for the new account. The license_status_field__v field value on the new account record is automatically set to New.

Capturing State License Information in the Parent Account and New Object Type Wizards

When users create an account using the Parent Account Wizard or the New Object Type Wizard, the following address copying behavior also applies:

For US addresses, the License field values are also saved to any other addresses selected from the address list which meet the following requirements:
The value in the license_valid_to_sample__v field on the address__v object is populated with Valid
The value in the state__v field for the address matches the state__v field on the new account’s Primary Address
For Canadian addresses, the License field values are also saved to any other addresses selected from the address list that meet the following requirements:
The license_valid_to_sample__v field on the address__v object is populated with Valid
The value in the country__v field on the address__v object matches the country__v field on the Primary Address for the new account
If an address with the same state or country as the designated Primary Address is not selected, the license fields will not automatically populate after saving the address to the new account. Users need to enter the address information manually.