Detailing Products on the Call Report

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Detailing Products on the Call Report

Product detailing provides a way for users to select which products and detail topics are discussed in a call. This enables users to record key information about their activities during a call. Product detailing information may also be important for maintaining compliance with regulations and conducting audits.

Who can use this feature?

Browser, iPad, iPhone, Windows Users
Users do not require an additional license
End Users

Configuring Product Detailing for

Optional Product Detailing Configuration for

End Users

The behavior of the product detailing section can be changed by enabling section attributes on the Product Detailing object control.

Section Attribute	Description
Require Details	Makes at least one detail required in order to submit a call
Sign for Details	Enables the Sign action for call detailing and permits navigation to the signature page where the products detailed display beneath the account information. After a signature is captured, the details section on the call report is locked down and cannot be edited unless users clear the signature. The disclaimer used for detail only signatures is defined by the Veeva message referenced in the disclaimer_detail_only__v Veeva Setting
Enable eDetail Deselect	Enables users to deselect CLM product details in the same way as they deselect manually added product details

When the Sign for Details section attribute is enabled on the call2__v layout and a signature is captured, users cannot display CLM from the call report or associate the call report with unassigned presentations. For group calls with unique activities, users cannot select accounts who already signed for details when displaying CLM, or associate unassigned presentations with accounts who already signed for details. To display CLM or associate the call report with an unassigned presentation, clear the existing signature.

Defining Product Detail and Discussion Behavior

To provide flexibility and cross-platform consistency for users who focus on a single product, business admin users can define the behavior of product details and discussions for users with only one product available for detailing. This behavior also applies when only one product is available due to product restrictions, for example allowed products and restricted products.

Defaulting behavior does not apply for detail topics.

By default, the product_detail_discussion_default__v Veeva Setting is populated with the number 1. To change the product detail and discussion behavior, enter a different value as described below:

Value

Number of Products

Behavior

Any

Product detail is not selected by default

Example: A user is assigned only to Product A. When the user creates a call report, the product detail is not selected.

(default)

Product detail is selected by default
Product discussion record is not created automatically

Example: A user is assigned only to Product A. When the user creates a call report, Product A is automatically selected in the detailing priority section. A product discussion record is not automatically created against the selected Product A detail.

Product detail is selected by default
Product discussion record is created automatically
Product field is pre-populated with the CLM

Example: A user is assigned only to Product A. When the user creates a call report, Product A is selected in the detailing priority section, the product discussion record is created automatically, and the product field is pre-populated with the CLM presentation’s product.

Using Product Detailing as

End Users

Users indicate which product was detailed and in which order using the check boxes. By default, one product detail is required to save a call. Users can control which products display by default (and are available immediately to select) in the detailing priority section on the call report by selecting them as a Favorite (starred) in My Setup.

Products not marked as favorites in My Setup can still be added to the call by clicking Add Other in the detailing priority section to open the detail selector, then searching for and selecting the product.

The list of available products and detail topics is based on selections made in the user’s My Setup page, any product restrictions specified at the account level, and any allowed products stored on the tsf__v record.

Viewing Detail Groups and Detail Topics

When a user has access to detail groups and detail topics, the product detailing section organizes products and topics by detail group. Products without a detail group display first, under the Common heading. Detail groups categories display next, in ascending order based on the display_order__v field on the product__v object. If display order is not enabled or a display order is not specified, detail groups are sorted alphabetically in ascending order.

Within each detail group, detail topics display before detail products. Like detail groups, detail topics and products display based on the display_order__v field in the Product Catalog, in ascending order. Detail topics and products without a display order are sorted alphabetically in ascending order.

For more information on detail groups and topics, see Using Product Detail Groups and Detail Topics.

Considerations

Product details and discussion do not default for calls in a planned state until the user edits the call report
If the user has more than one detailing option, defaulting does not occur. This includes users assigned to a single product and multiple detail groups associated to that product.