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Call Name Search Does Not Return Results in CRM

  • Updated

Overview:

A customer searches for a Call record using the record name C{000000000}, e.g. C000002671. The search does not return any results:

search_results.JPG

However the Call can be opened by adding its record ID a04XXXXXXXXXXXX, e.g. a042200000151F7 after the SFDC (Salesforce.com) server name: e.g. https://cs27.salesforce.com/a042200000151F7:

record_ID.png

Root Cause:

The Call Tab is set to Tab Hidden for the user's profile. A record can only be searched by its record name if:

  • The user has access to the record
  • The Tab of the record's object is set to Default On or Default Off for the user's profile

Solution:

Configure the Call Tab Settings using the following steps:

  1. Navigate to the user's User Detail Page.
  2. Click on Edit.
  3. Scroll down to Custom Tab Settings.
  4. Set it to Default On or Default Off for the Call object.
  5. Click on Save.
  6. Clear Veeva Cache.

Related Documentation:

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