Selecting an Address for State Distributor License Validation
Selecting an address for State Distributor license validation enables users to disburse samples even if there is not an exact match in the selected HCP and Call Location addresses. State Distributor license validation typically requires an exact match between the HCP and Call Location address. However, the HCP and Call Location address may not match, even if they are certified with the same State Distributor license—for example, if there is a difference in capitalization or spelling between the HCP address and Call Location address, or if the organization has a large campus with several different buildings and addresses. To enable sampling in these situations, users specify a third address on the call report for State Distributor license validation.
Validation Disclaimer
Call Sampling features are released without validation. Call Sampling requires enablement and does not affect other Vault CRM functionality. Call Sampling features were extensively tested by our QA team during the development and release process and will go through validation at a later date.
Who can use this feature?
- iPad, iPhone Users (Browser, Windows coming soon)
- Users do not require an additional license
- End Users
Configuring Selecting an Address for State Distributor License Validation for
End Users
To configure this feature:
- Ensure the following configuration is complete:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
- Grant Edit permission to the following fields on the call2__v object:
- state_distributor_address_id__v
- state_distributor_address_line_1__v
- state_distributor_address_line_2__v
- state_distributor_city__v
- state_distributor_state__v
- state_distributor_zip__v
- state_distributor_zip_4__v
- Grant View permission to the state_distributor_address__v object control on the call2__v object.
- Navigate to Admin > Configuration > Objects > call2__v > Layouts.
- Place the state_distributor_address__v object control on the appropriate call2__v layouts in the same section as the business_account (Location) object control.
Using Selecting an Address for State Distributor License Validation as
End Users
To select an address for State Distributor license validation, select the state_distributor_address__v drop-down list on the call report, then select the appropriate address. The list displays addresses associated with the Call Location or business account on the call.
A State Distributor license status indicator displays next to each address in the list, indicating whether or not the address has valid license information. When users capture an HCP signature or submit the call, State Distributor license validation runs on the selected address.
The call location address and the call address (or ship-to address, for sample requests/BRCs) do not have to be an exact match for users to capture HCP signatures and submit the call.
