Ensure initial configuration is complete to use this functionality.
Using Advanced Account Search
The following table offers examples of the search types.
|Expected Result||ADVANCED_SEARCH_vod disabled||ADVANCED_SEARCH_vod enabled|
|Ackerman, Clinton ID: 121212 123 North Street, Newton, NJ 08124||“Ackerman, Cl” * This search string is an exact string match, forcing the user to type the last name first. You can never search by first name only.||“Clinton” “Ackerman Newton” “121212 Newton” * Tokens can be used to search across multiple fields at once and the user can type in the first or last name.|
Out of the box, Veeva supports advanced search for the following fields:
- Formatted_Name_vod__c (see note below)
To omit one or more of these fields from the search, enable the DISABLE_SEARCH_TERMS_vod Veeva Settings by entering the appropriate terms in the corresponding Veeva Message using the following comma delimited syntax:
For example, "Account.Account_Identifier,Address_vod__c.Phone_1_vod__c" disables the ability to search on Account Identifier or Phone 1.
The Formatted_Name_vod__c field on the Account object cannot be disabled.