Displaying the Primary Parent with a Business or Person Account's Name
To help users identify and select the appropriate account, the primary parent account name can be displayed along with a business or person account’s name. Displaying the primary parent account provides more information about the account at a glance, and can highlight account relationships, for example:
- Hospital department the account belongs to
- Clinics that are part of a hospital
- HCPs associated with a hospital or clinic
If an HCP is aligned to the Cardiology Departments at two hospitals, when a user displays the list of accounts, he sees the hospital name displayed beneath the HCP’s account name, helping him select the correct account.
Who can use this feature?
- iPad Users (iPhone coming soon)
- Users do not require an additional license
- End Users
Configuring Display of the Primary Parent with a Business or Person Account's Name for
End Users
To configure this feature, ensure Configuring Accounts is complete.
Using the Primary Parent Account with a Business or Person Account’s Name as
End Users
The following lists detail which screens display the primary parent account for person accounts only, or for both person and business accounts.
- Person Accounts
- Call Objectives alerts
- My Schedule – Agenda View
- My Schedule – Calendar View
- My Schedule – Searching for an Account
- My Schedule – Recent Activity
- My Schedule – Month View with Panel Online
- View Call in Scheduler
- Create Account in Network Search
- Map View in All Accounts
- Scheduler in My Scheduler Popup for Windows Tablet
- Person Accounts and Business Accounts
- Related Accounts View
- Account List in Detail View
- Account List in Select Mode of Detail View
- Map Sample to Add New Event Within an Account
- My Schedule – Month View with Panel
- My Schedule – Scheduler
- My Schedule – Week View
- My Schedule – Call Cycle
- My Schedule – Map View with Schedule Cluster
Considerations for Displaying Primary Parent Accounts
-
If a TSF Preferred Name is defined for a person account in the user's default territory, that name displays along with the account name. If a TSF Preferred Name is not defined, the primary parent account displays. For example, Dr. Jason Smith's primary parent is SF General Hospital, so the parent account displays with his account name.
- For business accounts on the Windows Tablet platform, all primary parent accounts display on the Scheduler regardless of whether the enable_account_parent_display__v Veeva Setting is enabled
