Formatting Account Name by Country
Admins can configure Vault CRM to automatically format account names as Last Name First Name for specific countries or locales. This ensures names for person accounts in Japan, Korea, Taiwan, and Hong Kong are displayed and stored according to local conventions, improving data consistency and user experience.
For example, a user creates a new account for Dr. Clinton Ackerman. Because the value in the country_cda__v field on the country__v object is included in the configured list for Last Name First Name formatting, Vault CRM saves the account name as Ackerman Clinton.
Who can use this feature?
- End Users — Browser, iPad, iPhone
- Formatting Account Name by Country
- Users do not require an additional license
Configuring Formatting Account Name by Country for
End Users
To configure this feature:
- Ensure Configuring Accounts is complete.
- Navigate to Business Admin > Settings > Veeva Settings > Global Veeva Settings.
- Select Edit.
- Select the countries that should use the Last Name First Name format from the picklist in the Last Name First Countries Veeva Setting. By default, this setting contains the following: Japan (jp__v), South Korea (kr__v), Taiwan (tw__v), Hong Kong (hk__v).
- Select Save.
Configuring this feature may impact queries against the name__v field on the account__v object since the queries require a local sorting value.
Formatting Account Name by Country as
End Users
The name__v field on the account__v object automatically displays using the proper format based on the country for the account. Vault CRM checks the value in the country_cda__v field on the country__v object when a user creates or modifies a person account.
- If the value in the country_cda__v field on the country__v object on the account is included in the Last Name First Countries Veeva Setting, Vault CRM saves the name__v field on the account__v object as Last Name First Name
- If the value in the country_cda__v field on the country__v object on the account is not included in the setting, or if the setting is blank, Vault CRM saves the name__v field on the account__v object in the standard First Name Last Name format
Users can reformat existing accounts by editing the first_name_cda__v, last_name_cda__v, name__v, or country__v field on the account__v object. Vault CRM updates the formatting when the user saves the change.
