To configure this feature, ensure Configuring Accounts is complete.

The account picker supports custom list layouts. For information on changing which columns are displayed, see Supporting List Layouts on Mobile Devices.

The account picker is available from the following entry points:

• Sphere of Influence

• Approved Email

• Media

• Survey Targets

  Child Account support is not available in the account picker from the Survey Targets entry point.

• Detail Pages for:

• Account Plans

• Calls

• Child Accounts

• Contracts

• Inventory Monitoring

• Key Medical Insights

• Events

• Call Attendees

  Child Account support is not available in the account picker from the Call Attendees entry point.

The user interface and search functionality is the same for every entry point, and includes standard and custom fields related to each account.

To find and select an account:

1. Enter text in the Search field. Users can enter all or part of an account name, or from one of the searchable fields. When users enter text in the Search field, the results display any matching accounts, and the matching text is bold. An icon indicates whether the account is an HCP or an office.

2. Select the Filters button to filter the results by Business or Person accounts. This step is optional.

3. Select an account from the search results. The selected account displays in the field from which the account picker was accessed.

Searchable Fields

The account picker functions differently from Account Search, and instead searches the following fields:

• account__v

• account_identifier__v

• account_search_firstlast__v

• account_search_lastfirst__v

• formatted_name__v

• furigana__v

• npi__v

• address__v (searches across all addresses)

• address_line_2__v

• city__v

• license__v

• name

• phone__v

• state__v

• zip__v

When only one search value is entered, the results display all accounts where one of the fields on the account contains a string matching the entered value. When multiple values are entered and separated by spaces, the search uses implicit AND logic to search for all of those values.

All search values are highlighted in the results. If the match occurs in multiple fields at the same time, or multiple times in the same word, every matching instance is highlighted.

The search field does not support parenthesis or boolean searches (AND, OR, NOT).

Using List View and Table View

List view displays the account names along with important details, for example, the practice each account is associated with, the type of practice, and address information.

If a user searches for text not displayed in list view, such as a customizable field, the user can switch to table view to see the highlighted match. The search results are preserved when the user switches views.

To switch to table view:

1. Select the Table tab at the top of the list.

2. Select a column name to sort by the column. This step is optional.

Table view displays similar information to List view, but includes both standard and customizable fields and the ability to sort the table.

If there are any supported custom columns defined in list layouts, and the user has permission for those fields, Vault CRM searches and displays these custom columns.

Filtering Accounts

The account picker allows users to filter by Business or Person accounts.

To filter by accounts:

1. Select the Filter button in the upper right corner of the account picker.

2. Select a filter to apply to the results.

3. Select the Apply button.