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Adding a new workplace to HCP

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2 comments

  • Tamas Nyitrai

    Hi Jill,

     

    It is suggested to use "Member of", so they can create a Child Account record that displays the relationship between the HCO and the HCP. If you have Address Inheritance configured, the address of the HCO will come down to the HCP's page as well (otherwise, you may need to add it manually).

    Please let me know if you have any further questions on this.

     

    Best regards,

    Tamas

    0
  • Jill Jackling

    Many thanks Tamas.  Been using Veeva for ages, but this was always a query from the Salesforce.

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