To configure this feature, ensure Configuring Accounts is complete.

To create a view and specify filters:

1. Select Create New View from the My Accounts screen.
2. Select a visibility setting in the Visibility field. Public views are accessible by all users. Profile-specific access allows sharing views with specific application profiles.
3. Select the Account Types to include in the view.

4. Use the drop-down menus for the Include field to filter by account record ownership and preferred address.

   If My Preferred Addresses is selected, the view only displays address data for the account's preferred address in the user's territory. Accounts without a preferred address for the territory display with the primary address in the view. If All Addresses is selected and an account has multiple addresses, a separate record displays for each address.

5. Specify filters based on other criteria in the Search Criteria section.
6. Select and order the columns to display in the appropriate order.

   Users require at least read field permission to the fields displayed in the view.

Business admins can view public and shared views on the My Accounts page even if shared views are not shared with their application profile. They can also manage public and shared views on the Browser platform, if configured.

My Accounts filtering supports the following data types:

• Yes/No field
• Picklist

  When users select filters in the search criteria, up to 1000 picklist options display.

• Text
• Textarea
• Number
• Date

Account Views can be accessed from the following places: 

• My Schedule Week View
• My Schedule Scheduler View
• My Accounts List View
• My Accounts Table View

Searching Account Views

Users can enter search terms to filter the data in the current view. Search terms can be entered in the primary search bar at the top of the My Accounts screen, or by selecting a column header.

To perform a search:

1. Select My Accounts from the dropdown on the primary search bar, or select a column header in the view.

2. Enter a search term.

3. Select Enter or select the Search button.

The search results display in the current view data grid. All visible columns are searched, unless the search is entered in a specific column. The search is case-insensitive, and includes Text, Picklist values, Numbers, and Text Formula fields.

Users can create and manage Account Lists using Vault CRM. Account Lists display from a drop-down list at the top of the My Accounts screen.

Selecting a list name displays the accounts in that list.

Users on the iPad platform can view the Alphabar to navigate to accounts starting with a specific letter if there is at least one account in the list.

To add an Account List, select the Create New List button in the Account Lists section. The Create New List modal dialog displays, allowing the user to enter a list name and select a color.

To delete an Account List, select Edit Lists from the lists drop-down menu to display the Edit Lists screen. Select the delete button next to a list to delete it.

To add an account to a list: 

1. Open any list the account is a member of.
2. Choose the Select option at the top of the list to display the Select Accounts screen.
3. Select the radio button for each account you want to add, and then select Add to List to display the Add to List modal.
4. Select the list you want to add the account to. If the account is not already in that Account List, the number of accounts increments by one.

To delete an account from an Account List:

1. Select a list name to show the accounts contained within the list.
2. Choose the Select option at the top of the list to display the Select Accounts screen. Select the radio button for each account you want to delete, and select Remove at the bottom of the screen.

Searching Account Lists

Users can enter search terms to filter the data in the current list. Search terms can be entered in the primary search bar at the top of the My Accounts screen, or by selecting a column header.

To perform a search:

1. Select My Accounts from the dropdown on the primary search bar, or select a column header in the list.

2. Enter a search term.

3. Select Enter or select the Search button.

The search results display in the current list data grid. All visible columns are searched, unless the search is entered in a specific column. The search is case-insensitive, and includes Text, Picklist values, Numbers, and Text Formula fields.