Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/MyAccounts/IdentifyingAccounts.htm

## Identifying Accounts with Account Identifier or Account Name Expansion

Providing sufficient information about an account helps with identification when account information displays in the application. There are two ways to identify accounts:

* Account Identifier – This field on the Account object is defined by the customer
* Account Name expansion – This includes the Primary Parent wherever the Account Name is displayed in the application. Account name expansion applies to person and business accounts.

**Who can use this feature?**

* End Users — Browser, iPad, iPhone, Windows
* [Using Account Identifier and Account Name Expansion](#Using)
* Users do not require an additional license

### Configuring Account Identifier and Account Name Expansion for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Business Admin Users](#)

To configure Account Identifier:

1. Ensure [Configuring Accounts](../AcctConfig.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Grant users Edit field permission to the **account\_identifier\_\_v** field on the account\_\_v object to enable Account Identifier.

To use account name expansion, enable the **ENABLE\_ACCOUNT\_PARENT\_DISPLAY\_\_v** Veeva Setting.

To enable account identifiers on Call Reports:

1. Navigate to **Admin > Configuration > Objects > call2\_\_v**.
2. Add the **primary\_parent\_\_v** Object Reference to the Call Report layout.
3. Add the **account\_identifier\_\_v** field to the Call Report layout.
4. Navigate to **Business Admin > Objects > Veeva Settings**.
5. Enable the **ENABLE\_ACCOUNT\_PARENT\_DISPLAY** Veeva Setting so the Parent Account displays after the Account Name, for example:

   Ackerman, Clinton

   A Center for Dermatology

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
End Users](#)

To enable Account Identifier:

1. Ensure [Configuring Accounts](../AcctConfig.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Grant users Read field permission to the **account\_identifier\_\_v** field on the account\_\_v object to enable Account Identifier.

To use account name expansion, enable the **ENABLE\_ACCOUNT\_PARENT\_DISPLAY\_\_v** Veeva Setting.

### Using Account Identifier and Account Name Expansion as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
End Users](#)

#### Account Identifier

The account\_identifier\_\_v field on the account\_\_v object stores any account identifier needed by customers. Admins are responsible for populating the field and can use any value. The field value can be updated by any means, for example, manually, through data loading, or using a trigger.

#### Account Name Expansion

If a TSF Preferred Name is defined for the account in the user's default territory, this information displays after the account name. If a TSF Preferred Name is not defined, the primary parent account displays. If neither is defined, nothing displays after the account name.

On mobile platforms, the parent account name displays below the account name. In this example, the parent account displays underneath the account name.

![](../../../Resources/Images/Accounts/IdentifyingAccounts1.png)

On the iPhone platform, the primary parent does not display below the account name when viewing accounts cards from the My Account page.

### Related Topics

[Stakeholder Navigator](../UsingAccounts/StakeholderNavigator.htm)