Searching for Accounts
To quickly and easily access a particular account record, users can search for their accounts based on multiple 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, iPhone Users
- Users do not require an additional license
- End Users
Configuring Account Search for
End Users
To configure this feature:
- Ensure Configuring Accounts is complete.
- Navigate to Business Admin > Objects > Veeva Settings.
- Enable the Advanced Search Veeva Setting to allow users to use advanced search functionality. This step is optional.
Disabling Searches on Specific Fields (iPad, iPhone)
To omit one or more fields from the search:
- Navigate to Business Admin > Objects > Veeva Settings.
- Enable the disable_search_terms__v Veeva Setting by populating the setting with disable_search_terms__v;;Common.
- Navigate to Objects > Veeva Messages.
- 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__v 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__v
- formatted_name__v
- 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
iPhone users can only search by account name. They cannot search by account identifier or address values.
Searching for Accounts on Browser
Users on the Browser platform can search for accounts from the Account Search tab in My Accounts.
The Account Search tab initially displays up to 20 in-territory accounts the user viewed most recently. When users search via the Account Search field, a list of up to 2,000 accounts matching the search terms displays.
Filters beneath the tab allow users to refine the results.
The Location filter matches against any addresses associated with the resulting list of accounts. If Global Account Search is configured, any defined custom filters display below the location filter.
If Global Account Search is configured, the search returns all accounts in the Vault that match the search criteria, and applies any defined implicit filters. Out-of-territory accounts are labeled accordingly, and designated by a gray icon. Users can select the Add to Territory action to add the listed account to their territory.
If Global Account Search is not configured, the search only returns matching accounts within the user’s territory. Any implicit filters defined by the admin are ignored.
Users can select the Create Account button at the top of the search results to create a new account. This allows users to create a new account if they were unable to find a matching account via search.
To navigate to the details for an account, users can select the account name in the list of results. Only in-territory accounts are linked to the account details.
The following actions display for each account, if enabled:
- Schedule Call
- Add to List
- Orders
- Inventory Monitoring
Up to two actions are displayed as buttons beneath the account information. The rest of the actions are available via the All Actions button.
If a user selects Account from the CRM Vault global search bar, the search results display in the Account Search tab in My Accounts.
