Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Accounts/UsingAccounts/SN_CustomizingAccountFields.htm

## Customizing Account Fields in Stakeholder Navigator

Admins can customize the Account fields that display in Stakeholder Navigator to help identify an account. This makes it easier to determine if users are viewing the correct account when working with large health systems, where there can be multiple HCPs with duplicate or similar names. Displaying up to two identifying fields, for example an MDM ID or specialty, makes it easier to differentiate between accounts without navigating to the Account Details screen.

There are two ways to customize the fields that display for accounts in Stakeholder Navigator:

* Admins can configure up to two fields to display in place of the Account Identifier on account nodes when the single [Account Identifier](../MyAccounts/IdentifyingAccounts.htm#IdentifyingAccounts) value is not specific enough
* Admins can configure up to ten fields to display on the Info tab of the account slideout when users select a Person or Business account

Additional account identifier fields and additional fields on the account slideout are not supported for out-of-territory accounts on iPad.

![](../../../Resources/Images/Accounts/StakeholderNavigator/sn-custom-fields-vault.png)

**Who can use this feature?**

* Business Admin Users — Browser, iPad
* [Adding Account Identifying Fields](#AddingAccount)
* [Adding Fields on the Info Tab](#Adding)
* Users do not require an additional license

### Configuring Customized Account Fields in Stakeholder Navigator for

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

To configure this feature:

1. Ensure [Configuring Accounts](../AcctConfig.htm) is complete.
2. Ensure [Stakeholder Navigator](StakeholderNavigator.htm) is configured.
3. Verify the **sn\_account\_fields\_override** Veeva Setting points to the ACCOUNT\_FIELDS\_OVERRIDE;;STAKEHOLDER\_NAVIGATOR Veeva Message. This is the default value for the setting.

### Using Account Identifier Fields as

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

There are two ways to customize the fields that display for accounts in Stakeholder Navigator.

#### Adding Account Identifying Fields

Admins can define up to two identifying fields from the account\_\_v object to display in place of the Account Identifier. This set of fields displays in the following areas:

* Below the account name on the account node in the hierarchy

  ![](../../../Resources/Images/Accounts/StakeholderNavigator/custom-account-fields-node.png)
* On the Account row in the Child Account tab of the Account Slideout

  ![](../../../Resources/Images/Accounts/StakeholderNavigator/custom-account-fields-child-tab.png)
* On the Account row in search results

  ![](../../../Resources/Images/Accounts/StakeholderNavigator/custom-account-fields-search-results.png)

To define the two account identifier fields, populate the sn\_account\_identifier\_override\_\_v Veeva setting with the API name of up to two fields separated by semicolons. For example:

specialty\_1\_\_v;mdm\_id;

The defined identifier fields display for both in and out of territory accounts.

The following field types are supported:

* Text
* Number
* Formula

  Fields that render HTML are not supported.
* Picklist
* Phone
* Email

#### Adding Fields on the Info Tab

Admins can add up to ten fields from the account\_\_v and address\_\_v objects to display on the Info tab of the account slideout when users select a Person or Business account.

To customize the account fields, update the ACCOUNT\_FIELDS\_OVERRIDE;;STAKEHOLDER\_NAVIGATOR Veeva message to specify up to ten fields from the account\_\_v or address\_\_v objects. These fields display on the Information tab of the account slideout in the specified order, making it easier to identify accounts. Use the following format:

PersonAccount;<object>.<field>;<object>.<field>;...;;BusinessAccount;<object>.<field>;<object>.<field>;<object>.<field>;

For example:

PersonAccount;account\_\_v.specialty\_1\_\_v;address\_\_v.name;address\_\_v.city\_\_v;address\_\_v.zip\_\_v;;BusinessAccount;account\_\_v.specialty\_1\_\_v;address\_\_v.name;address\_\_v.city\_\_v;address\_\_v.zip\_\_v

Veeva CRM determines which address to show for an account by looking at the following (in priority order):

* The TSF Preferred Address (tsf\_\_v.address\_\_v) for the user's territory
* The primary address of the account
* The most-recently updated address for the account (Vault), or the address with the highest address ID (iPad)

The following field types from the account\_\_v and address\_\_v objects are supported:

* Text
* checkbox
* Date
* Date/Time
* Number
* Formula
* Picklist
* Multi-Picklist
* Lookup
* Percent
* Phone
* Email

Verify users have Read permission to the fields that are defined in the ACCOUNT\_FIELDS\_OVERRIDE;;STAKEHOLDER\_NAVIGATOR Veeva message. The identifier does not display if the user does not have field permission, or if the field does not have a value.

The Object Type and Territories fields always display on the Info tab, even if they are not included in the list of ten custom fields entered in the Veeva Message.

If a list of fields is not defined in the message, or if the message is invalid or improperly formatted, the Account Slideout displays [default fields](StakeholderNavigator.htm#AccountSlideoutModal). If only one set of fields is defined (Business or Personal), default fields display for the non-defined type.

![](../../../Resources/Images/Accounts/StakeholderNavigator/custom-account-fields-info-tab.png)

### Related Topics

[Using Stakeholder Navigator Flightpath](https://vaultcrmflightpath.veeva.com/doc/Content/Accounts/StakeholderNavigator/Introduction/1-Intro.htm)