Question:
Network Account Search (NAS) allows selecting a parent Health Care Organization (HCO) record to be imported with the Health Care Provider (HCP).
After enabling the ADD_PARENTS_TO_TERRITORY_vod Network Settings, which Parent HCO displays in the NAS results when the HCP has multiple Parent HCOs? What is the sort order of parent HCOs in the multi-select pop-up window from which the user can select?
To find out the Network Settings:
Setup->Develop-Custom Settings->Network Settings
Answer:
Parent HCO names are sorted by corporate_name__v alphabetically and the first one displays in NAS result.
- For a Chinese HCO name, if pinyin_name__v is present and not null, parent HCO names are sorted by pinyin_name__v, but the first one's corporate_name__v displays in NAS result
- For a Japanese HCO name, if corporate_name_furigana__v is present and not null, parent HCO names are sorted by corporate_name_furigana__v, but the first one's corporate_name__v displays in NAS result
Related Documentation:
Veeva CRM Help: Adding Parent HCOs to Territory when Adding an HCP