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Create From Existing Parent Account Checkbox Not Displaying in CRM New Account Wizard

  • Updated

Question:

Why is the Create from existing parent account? checkbox not displaying when creating an account in the new account wizard?

Answer:

To have the checkbox displayed, it needs the following settings:

  • Enable the Veeva Setting Enable_Parent_Account_Wizard
  • The ENABLE_PARENT_WIZARD_OPT_ACCT_TYPES Veeva Setting contains the record type label (untranslated label)
  • The DISABLE_PARENT_WIZARD_ACCT_TYPES Veeva Setting does not contain the record type label (untranslated label)

Additionally, the checkbox does not display if the Account Record Types have commas within the label and if the Primary_Parent_vod__c field is marked as required on the page layout.

Example: Record Type Label Person, Account should be Person Account in order for the checkbox to appear.

Related Documentation:

CRM Help Documentation: Parent Account Wizard  

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