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?
- End Users — Browser, iPad, iPhone, Windows
- Using Account Search
- Users do not require an additional license
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.
Searches from the My Accounts tab or Global Search prioritize in-territory accounts. Out-of-territory results appear in a separate section below, with their count displayed in parentheses after the total.
Users can select Return to Recent Accounts to navigate back to the list of recent accounts without reloading the page.
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
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.
Global Account Search
If Global Account Search is configured, any defined custom filters display below the location filter. 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.
Up to 2,000 total results (in-territory and out-of-territory) are displayed.
Filters in Global Account Search do not support leading wildcards (*abc). Only trailing wildcards (abc*) are supported.
Network Account Search
If Network Account Search is configured, the search results display all matching accounts from Veeva Network.
If Global Account Search and Network Account Search are configured, Network Account Search displays.
Accounts in the user’s territory display first, followed by a separate section for out-of-territory accounts. Users can select the Add to Territory button in either the account row or the Account Details pane to add the territory to their account.
Search result rows display the account’s Primary Parent, Address, and Account Identifier (including Network Hashtags, if configured).
The Summary fields displayed in the Account Details pane for out-of-territory accounts depend on the following Network Settings that refer to Veeva Messages by default:
|
Network Setting |
Veeva Message |
|---|---|
|
nas_person_result_fields__v |
NAS_PERSON_DETAILS |
|
nas_business_result_fields__v |
NAS_BUSINESS_DETAILS |
If the user has Read field permission, the Primary Parent and Address are automatically included in the summary fields.
Up to 20 addresses or parent organizations display in the Account Details pane for out-of-territory accounts, in top-down order with the order determined by the response from Veeva Network.
If the Filter Inactive Network Setting is set to 1, inactive accounts, Addresses and Relationships sections do not display for outside territory records. If the Display Parent HCO Names in NAS Network Setting is set to 1, Parent Organizations display above Addresses.
Filters on the Account Search tab allow users to filter the Network Account Search by account type. For more information, see Filtering by Account Type.
If the user is a multi-country user, they can use the Country filter on the Account Search tab. The filter defaults to empty (all countries). The list of available countries is divided into two groups (DATA PROVIDER and REST OF WORLD). DATA PROVIDER is the list of assigned countries based on the User’s country and Network Additional Countries values.
If the user has access to multiple countries, they can use the Country filter on the Account Search tab. The filter defaults to empty (all countries). The list of available countries is based on Veeva Network’s primary_country__v field.
If the country value selected is in the user country or network additional countries:
- Local Search: Filters the list of accounts based on the field mapped to Network's primary_country__v
- Network API Search: Filters on primary_country__v on the Network Search API
If the country value selected is not in the user country or network additional country, outside territory results are not returned for those countries.
If the connection to Veeva Network is not available, the Outside Territory section in the results displays the following message: Unable to connect to Veeva Network. The list of matches may not be complete.
Up to 2,000 in-territory results and 50 out-of-territory results display.
