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Creating a business account on iPad

Hello,

Do we have the option to enable creation of business account on iPad. Currently users have to go online ->account details and then use the 'New Business Contact' button.

Thanks,

Vish

 

 

1 comment

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    Tamas N

    Hi Vish,

     

    You should be able to create business accounts from the My Accounts page, just like when you would create a Person Account. Please see a screenshot taken from my Sandbox org below as an example:

     

    As you can see, I can choose business accounts as well (Institution, Hospital, Hospital Department, etc.). It does not need any special configuration apart from the usual ones (Record Type access, Edit Field-level Security for the Mobile ID field on the Account object, Create Permission for the Account object).

     

    I would like to suggest checking the documentation on the New Account Wizard and the Parent Account Wizard features as well:

    - New Account Wizard

    - Parent Account Wizard

     

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

     

    Best regards,

    Tamas

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