Displaying HCP Information on the Signature Page
Additional information about the signing account can be displayed on the signature page. By default, the signature page displays the signer’s title, followed by first name, last name, and credentials. Using a custom formula, additional attributes can be added to the signer’s name. This helps to ensure that the correct signature is being captured, which increases accuracy in call reporting and may be especially important in large organizations with many accounts.
This functionality affects all call signature pages: sample, detail, and acknowledgment.
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, Windows Users
- Users do not require an additional license
- End Users
Configuring Additional HCP Information on the Signature Page for
End Users
To configure this feature:
- Ensure Configuring Call Sampling is complete.
- Grant users edit field permission to the signature_page_display_name__v field on the following objects:
- call2__v
- sample_transaction__v
- sample_order_transaction__v
- Grant users read field permission to the signature_page_display_name__v field on the account__v object.
- Update the formula of the signature_page_display_name__v field on the account__v object to reflect the desired account name format.
Viewing Additional HCP Information on the Signature Page as
End Users
When enabled, static attributes (Title, First Name, Last Name, and Credentials fields) are replaced by the name format specified in the signature_page_display_name__v field on the account__v object.
When a signature is captured for sampling, the name in the signature_page_display_name__v field on the account is also stamped on the call record.
When a user submits a call, the value of the signature_page_display_name__v field is captured on the Sample Disbursement and Sample Order Transaction records. If these records are modified, the value of the signature_page_display_name__v field is copied to the audit trail.
Several user interface changes occur when this feature is enabled:
- The Swap Signee and Swap Ship to Address actions display above the Account Display Name, if enabled
- The Accept, Cancel, and Lock actions display in line with the Swap Signee and Swap Ship to Address actions, if enabled
- The Account Display Name may extend the full length of the signature page and wrap up to two lines. If two lines are exceeded, a smaller font size is used to accommodate the text length.
The Account Display Name may extend the full length of the signature page and wrap up to two lines. If two lines are exceeded, a smaller font size is used to accommodate the text length. If the signature_page_display_name__v field is not populated, the Account Name on the signature page displays the static attributes for the field—for example, Dr. Clinton Ackerman, DO. For all new accounts created on the offline platforms, the signature page displays the static fields until a sync occurs.
