Child Accounts in Vault 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 Vault CRM functionality. In Vault 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.

This page lists the modules that support child accounts. For more information on using child accounts in each module, select a link from the list.

Accounts

Account Hierarchy

Displaying Child Accounts for an Account Hierarchy

Account Wizards

Enabling Child Account Fields in Wizards

Core Accounts

Working with Child Accounts

My Accounts

• My Accounts Alphabar on iPad

Call Reporting

• Call Reporting with Child Accounts
• Adding Call Attendees

CLM

• Tracking Save for Later CLM Activity in the Vault CRM Desktop App

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

• Child Accounts in My Schedule
• Viewing Custom Information with Display-By
• Managing Call Cycles for Child Accounts
• Displaying Office Best Times for Child Accounts

Surveys

• Supporting Child Accounts in Surveys
• Linking Survey Targets to Calls

For some types of VMOCs, special considerations apply when using VMOCs with child accounts. See Using VMobile Object Configurations for more information.