Filtering Mail Only addresses from API searches


Administrators can ensure that Mail Only address types are filtered from API searches so that they are not available in downstream systems. This includes filtering the addresses out of Veeva CRM's Network Account Search when users search and download new accounts into CRM. Mail Only addresses are often the HCP's home address, so filtering them ensures that field reps do not mistakenly use the address for sending pharmaceutical samples or sales visits.

Some customers have created NEX rules in their Network instance to filter Mail Only addresses from updates from Veeva OpenData (subscriptions and ad hoc downloads). The NEX rules filter the addresses from the Retrieve API, which also hides the addresses in the Network user interface. Using this data visibility profile permission, you can be assured that these addresses are also not exposed to users through the Search API. Using a combination of NEX rules and this data visibility profile permission, Mail Only addresses should not be exposed to Network users.

Filter addresses

To hide Mail Only addresses from the Search API, administrators can set a permission in data visibility profiles.

  1. In the Admin console, click Users > Data Visibility Profiles.
  2. Select a data visibility profile.
  3. Click Edit.
  4. In the Permissions section set Hide Mail Only Addresses in Search API to True.
  5. Save your changes.

Users assigned to this data visibility profile will no longer see Mail Only addresses in API searches or Veeva CRM's Network Account Search.