Simplifying searching for basic users

We have a customer where some of their users are what I would classify as 'power users' who appreciate the power and flexibility of the advanced search and views.

But others only ever search for one object type based on one of a few properties on that object.

For example say they only want to see a Customer object which has 20 properties but these users only ever want to search on 'property ID' or 'account number'

Since the ID or account number tends to be generic like '2252' an quick search would bring results matching multiple properties in multiple object types.

So for these users to only get the results they want they would do the following:

  1. Click the search options button beside the quick search field
  2. Click Select property
  3. Start typing the property name, eg account number
  4. Tab to 'is'
  5. Tab to Specify value and type in 2252
  6. Click the magnifying glass
  7. Click the Filters tab on the right
  8. Select the checkbox beside Customer

That's a lot of typing and clicking to find a customer with account number 2252

Is there a way to simplify this?

Thanks

Parents
  • Some approaches to consider:

    1) You can configure the quick search property dropdown to only show the relevant properties by default via Advanced Vault Settings > Search > Advanced Search Properties:

    2) Since these users are only searching for Customers, they can set Customer as a default filter.

    3) If the users often work with the same customers (e.g. they are an account executive or otherwise part of the customer team), you could also consider modifying the Customer metadata so that it includes a list of team members. Then you could create a view such as "My customers" that would provide quick access to the relevant customers for each user without having to perform a search. Another option is that users pin the customers they are working with regularly so that they are easily available in the Pinned tab.

  • For #1, this would be vault-wide and not able to be applied to specific users or user groups correct?

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