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Why New Account Button Does Not Appear on Windows Platform When Creating CRM Account in Shadow Mode

  • Updated

Question:

Why the New Account button does not appear on Network Account search in Shadow mode?

The following combination enables Shadow mode:

  1. Data Change Request Mode (Veeva Settings)  =  2
  2. Create Unverified feature is enabled in the customer Network.

The following combination enables Create Unverified:

  1. Log in as a Network admin user in the customer network.
  2. Click the Admin bar from the upper-right corner.
  3. Click Settings -->Workflow Settings.

Answer:

The Create Unverified feature is available in Online and iPad platforms only. The New Account button does not appear on the Network Account Search on the Windows platform. 

Related Documentation:

Veeva CRM Help:  Creating Unverified Records

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