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            Customize How Accounts Are Displayed in Lists and Filters

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            3. Administer Life Sciences Cloud

            Customize How Accounts Are Displayed in Lists and Filters

            Control how accounts appear in the Life Sciences Cloud for Customer Engagement lists and filters.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud and the Life Sciences Cloud for Customer Engagement Add-On license
            User Permissions Needed
            To configure lists and filters: Life Sciences Commercial Admin

            Before you begin, create account and person account record types so users can use these record types to filter and refine their account lists. See Create Record Types.

            1. From the App Launcher, select Admin Console.
            2. Select Account Management, and then select Account Search Preferences.
            3. Select whether to apply the settings to all the profiles in your org or to a specific profile.
            4. In the Additional Search Preferences section, configure the search settings.
              1. To turn on map view on mobile, select Show Accounts in a Map View.
                Note
                Note To show accounts accurately in map view, verify that the primary or preferred address includes geolocation data. To update this data, activate data integration rules on the contact point address, which uses the Google Maps API to calculate latitude, longitude, and accuracy. Alternatively, manually update the data by selecting Check for New Data from the record's action menu. For accurate distance calculations, turn on location services on the devices.
              2. Move the record type filters that you want to use to Selected Values.
                These filters are included by default: All, HCP, and HCO. HCP includes accounts where the IsPersonAccount field on the account object equals True. HCO includes accounts where the IsPersonAccount field equals False.
              3. To define the default account type filter, select an option from Default Account Type Filters.
                Make sure that your default filter is in the Selected Values list. If it isn’t in the list, the default is All.
              4. Save your changes.
             
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