Searching for Accounts
To quickly and easily access a particular account record, users can search for their accounts based on multiple existing fields. When users search for accounts, search terms are compared to the information in several fields on the account record. If the search term matches information in any of the fields, the account is displayed in the search results.
Who can use this feature?
- Browser, iPad Users (iPhone coming soon)
- Users do not require an additional license
- End Users
Configuring Account Search for
End Users
To configure this feature, ensure Configuring Accounts is complete.
The Advanced Search Veeva Setting must be enabled to use Advanced Search.
Disabling Searches on Specific Fields
To omit one or more fields from the search:
- Enable the disable_search_terms__v Veeva Setting by populating the setting with disable_search_terms__v;;Common.
- Enter the appropriate terms in the corresponding Veeva Message using the following comma delimited syntax: <object_api_name1>.<field_api_name1>,<object1_api_name1>.<field_api_name2>,<object_api_name2>.<field_api_name1>
For example, "account.account_identifier__v,address__v.phone_1__v" disables the ability to search on Account Identifier or Phone 1.
The formatted_name__v field on the Account object cannot be disabled.
Using Account Search as
End Users
When users search for accounts, search terms are compared to the information in several fields on each account record using a Full Text token search. If the search terms match information in any of the fields, the account is displayed in the search results. Account search also searches across all address records, both inactive and active. If the search terms match the account information, the Primary or TSF Preferred Address displays in the search results.
When users enter only one term, the results display all accounts where one of the fields on the account contains a word or term that begins with the entered value. For example, the “Ackerman, Clinton ID: 121212 123 North Street, Newton, NJ 08124” account record displays in the search results when users enter any of the following search terms:
- Clinton
- Ackerman Newton
- 121212
- Newton
When users enter a space, the search token is an exact match across any searchable field. All tokens are joined by an implicit AND.
Out of the box, Vault CRM supports advanced search for the following fields:
- account
- formatted_name__v (see note below)
- account_identifier__v
- furigana__v
- npi__v
- account_search_firstlast__v
- account_search_lastfirst__v
- address__v
- name
- address_line_2__v
- city__v
- state__v
- zip__v
- country__v
- phone__v
- license__v
