Stamping Suggestion Title and Reason on the Call Report
To help users plan and prepare for calls, the suggestion title and reason display on call reports created from Suggestions and are stamped on the call report record. Business admin users and managers use suggestions to recommend end users take certain actions—for example, suggesting users schedule a call with a specific HCP.
On Suggestions, the Title and Reason fields are used to summarize the suggestion and communicate the reason for the suggestion to end users. When end users then create calls from suggestions on the Account Overview Timeline, the Suggestion tile on the Vault CRM homepage, or from X-Pages visualizations, the suggestion title and reason are stamped and displayed on the resulting call report.
Who can use this feature?
- Browser, iPad Users (iPhone, Windows coming soon)
- Users do not require an additional license
- End Users
Configuring Stamping Suggestion Title and Reason on the Call Report 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 field permission for the following fields on the call2__v object:
- suggestion_title__v
- suggestion_reason__v
- Navigate to Admin > Configuration > Objects > call2__v > Layouts.
- Add the following fields to the appropriate call2__v layouts:
- suggestion_title__v
- suggestion_reason__v
The suggestion_title__v and suggestion_reason__v fields do not need to be on the call2__v layout in order to stamp. As long as users have edit field permission for the fields, the values are stamped to the call2__v record.
Viewing Stamped Suggestions on the Call Report as
End Users
When end users create a call report from a call-type suggestion, the following fields are stamped on the call report based on the originating suggestion__v record:
- suggestion_reason__v field on the call2__v object -Stamped with the value of the reason__v field from the suggestion__v record. Hyperlinks and rich text are supported.
- suggestion_title__v field on the call2__v object - Stamped with the value of the title__v field from the suggestion__v record
Suggestions are only stamped on individual call reports created from call-type suggestions. When users save, edit, or submit calls, the suggestion_reason__v and suggestion_title__v fields are not updated.
Group calls are not supported. Stamping suggestions on the call report is only supported for individual calls.
Users cannot edit the suggestion_reason__v and suggestion_title__v fields from the call report. To preserve hyperlinks to external materials, suggestion_title__v and suggestion_reason__v always display as read-only on the call report, regardless of the user's field permission.
