Published at: 2026-10-12

Configure company entities and account extension fields


Overview

Prepare the company entity and account region fields used in medical device operations.

Before you begin

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  • Permissions: You can configure company entities, account fields, and page layouts.
  • Prerequisites: The Medical Device DMS plugin is enabled.

Configuration content

The plugin adds these region fields to the account record:
  • Country/region
  • Province
  • City

Steps

  1. In company entity configuration, check the entity content created by plugin initialization.
  2. In account object configuration, check the country/region, province, and city fields.
  3. Add the required fields to the medical device account page layout.
  4. Save the layout configuration.
  5. Use a test account to check field visibility.

Company entity configuration

alt text alt text ### Account extension fields

How to verify

  • The account create and edit pages show the three region fields.
  • Users can select maintained countries and administrative regions.

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