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Where Can Users Specify Which Field Needs to Copied by the Parent Account Wizard in CRM?

  • Updated

Question:

When users create an account with the Parent Account Wizard (PAW), the address of the account is created by selecting the primary account and its address. Is it possible to specify which fields of the Address records get copied to the newly created account?

Answer:

The address copy of Parent Account Wizard is governed by the same Veeva Message as the Address Inheritance process. Users can set which address fields need to be copied in the ACCT_HIER_ADDR_COPY_FIELDS Veeva Message.

Related Documentation:

CRM Help Documentation: Parent Account Wizard

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