Call Address Dependency
Call address dependency creates a dependent relationship between the business account selected as the call's location and the addresses available to a person account on the call. When a user selects a business account as the call location on the call report, the call address picklist filters to only include addresses controlled by that business account, improving call reporting accuracy. When the call is saved or submitted, the value in the location field is stamped on the call report.
Who can use this feature?
- Browser, iPad, iPhone, Windows Users
- Users do not require an additional license
- End Users
Configuring Call Address Dependency for
End Users
To configure this feature:
-
Ensure Selecting the Call Location is enabled:
- Select the enable_myschedule_call_location__v Veeva Setting check box.
Using Call Address Dependency as
End Users
When a call is created, the default value of the location field is set to the account referenced in the preferred_account__v (My Preferred Location) field on the user’s tsf__v record. The address field defaults to the address referenced in the address__v (My Preferred Address) field on the TSF record for the person account, if that address is controlled by the selected business account.
The call address picklist filters to only include addresses controlled by the business account selected as the call location on the call report. If the person account's preferred address is not controlled by the business account, the defaulting behavior is as follows:
- If the address referenced in the address__v field of the tsf__v record is not controlled by an address associated with the business account, the address field defaults to the primary address of the person account
- If neither the address referenced in the address__v field of the tsf__v record, nor the primary address of the account are controlled by an address associated with the business account, the address field defaults to any address of the business account
For an address to display in the call address picklist, it must be controlled by an address of the business account. Controlled address relationships are set through the during account creation or through Address Inheritance Support.
When this feature is enabled, the call location is read-only once a signature is captured. If the signature is cleared, the field becomes editable again.
