Creating Accounts and Related Data
Users can create account records from the Account Detail page and add related data, for example, addresses. The Account Wizard guides the user through object type selection and data entry steps and suggests potential matches based on entered data in an effort to minimize duplicates.
Who can use this feature?
- iPad Users (Browser coming soon)
- Users do not require an additional license
- End Users
Configuration Account Creation for
End Users
Creating Accounts and Related Data as
End Users
If the user has permission to create records for related objects, the new record button displays in the header of the related list. Selecting the button opens a window that allows the user to create a related record.
When a user meets with an HCP who is not in the company's database, that user can create a record on the My Accounts screen and use that record to store the HCP account data.
