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Update Primary Parent of HCP

We get frequent requests of updating the primary parent of HCP and to do that we have to delete the account whom we want to make primary and again add it add and click on save primary to achieve that.

We want to avoid these steps and update the primary HCA of a HCP directly.

 

Thanks

Soumyajit

1 comment

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    Leticia Gutierrez Official comment

    Dear Soumyajit,

    Updating the primary parent of an HCP is a seamless process in Veeva CRM - I will reach out to you directly to clarify your process and check your configuration.

    KR

    Leticia 

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