Displaying Call Conflict Warnings
Call conflict warnings display to help users avoid repeating visits to an account within a short period of time. The call conflict icon displays in My Schedule to identify calls to the same account within a specified time period. To align with differing business practices, admins can modify the time period where call conflict warnings display.
Who can use this feature?
- Browser, iPad Users
- Users do not require an additional license
- End Users
Configuring Call Conflict Warnings for
End Users
To configure this feature for end users:
- Ensure Configuring Call Planning is complete.
- Populate the call_scheduleconflict_threshold__v Veeva Setting with a value between 0 and 3.
- 0 = No conflict control. Call conflict warnings are disabled.
- 1 = Call conflict warning displays if another call is present on the selected date
- 2 = Call conflict warning displays if another call is present one day before or after the selected date
- 3 = Call conflict warning displays if another call is present within two days before or after the selected date
- Grant users Read field permission to the call_conflict_status__v object control on the call2__v object (optional).
- Add the call_conflict_status__v object control to the call2__v layout to display warnings on the call report (optional).
If the call_scheduleconflict_threshold__v Veeva Setting is set to 0, do not add the call_conflict_status__v object control to call2__v layouts. In order to work properly, this object control should only be added to the layout when call conflict warnings are enabled with the values 1, 2, or 3.
Viewing Call Conflict Warnings as
End Users
When users create calls, all non-child calls for the selected account are evaluated within the set call conflict threshold. If any users in the organization already created a call for the same account within the call conflict threshold, the call conflict icon displays. Call conflict icons display in all My Schedule views except for Call Cycle View. If the call_conflict_status__v object control is on the call2__v layout, call conflict warnings display on call reports.
Child calls are not considered for call conflicts.
