Configuring Account Wizards
Account Wizards guide users through the process of creating a new account record.
Vault CRM offers the following Account Wizards:
Who can use this feature?
- Browser Users (iPad coming soon)
- Users do not require an additional license
- Business Admin Users, End Users
Configuring Account Wizards for
Business Admin Users
To configure this feature, ensure Accounts configuration is complete.
The following topics provide you with information to help you understand and configure My Accounts.
- Auto-Creating Affiliations in Account Wizards
- Using Custom Account Object Types with the New Object Type Wizard
- Capturing State License Information in Account Wizards
End Users
Ensure Accounts configuration is complete to use this functionality.
The following topics provide you with information to help you understand and configure My Accounts.
- New Account Wizard
- Parent Account Wizard
- Duplicate Record Checking in Account Wizards
- Previewing an Account During Creation
