Primary address

You can create a custom field to define primary addresses for records. Multiple primary type fields can be created so you can define "best" addresses to support your business processes; for example, primary addresses for different therapeutic areas or territories. Primary address custom fields can be managed by Network or managed by users.

Primary addresses configurations

There are two types of configurations available for address sub-objects:

Review the table to compare the two types of configurations available for primary address custom fields.

  Unique Checkbox Network Calculated
Commonalities Business logic ensures that one record is primary.
Differences Multiple primary fields are allowed for each object. Only one primary field is allowed for each object.
Available on all Veeva and custom sub-object and relationship objects. Available on address and parent affiliation objects.
Configuration options allow for more granular control over when primary address is calculated. For more information, see Unique Checkbox primary. Always ensures there is an active and valid primary.

Enabling this feature

Administrator:

  • Create primary type custom fields using the Network Calculated or Unique Checkbox configuration.

User activities

The following activities are available depending on the user type:

The System and Data Admin user role combines the full capabilities of Data Stewards and Administrators.
Activity Standard User Data Steward Data Manager Administrator
Create the primary type custom field    
Update existing addresses using the Data Updater    
Define Network Calculated primary address on profiles
Define Unique Checkbox primary address on profiles
View primary address on profiles
Set primary on an address