Global Account Search

Global Account Search enables users to search for and add relevant accounts, even if they are outside the user's territory. Global Account Search also reduces duplicate accounts by guiding users to first check if an account already exists within Vault CRM before creating a new account. This ensures accurate information and avoids redundant entries.

With Global Account Search, users can quickly find an HCP's existing profile, even if it is not associated with a territory that the user is in, and add the HCP to their own territory. This allows users to immediately schedule calls.

Users on the Browser platform can access Global Account Search functionality in the Account Search tab on My Accounts. The Global Account Search tab remains available for those who already have it configured.

Who can use this feature?

  • Browser, iPad Users
  • Users do not require an additional license
  • Business Admin Users, End Users

Configuring Global Account Search for

Using Global Account Search as