Veeva CRM Tips & Tricks
| Product Area / Title | Did you know...? | Tip |
|
Accounts Account's Primary Address |
A Primary Address can be displayed as a field on account records. |
Many Veeva CRM implementations take advantage of workflow functionality to add a Primary Address field on Account records. This field is most useful online to quickly identify an Account's location in search results, reports, and in My Accounts views and lists. You can also use Primary Address as a My Schedule filter! If you do not have this field on Account records, reach out to your Managed Services consultant to have it implemented. |