To configure this feature:

1. Ensure Configuring Call Reporting is complete.
2. Grant edit field permission to the business_account__v (Location) object control on the call2__v object.
3. Add the business_account__v (Location) object control to the appropriate call2__v layouts.
4. Ensure the appropriate Account Hierarchy or Affiliations are in place between the desired person account and business accounts.

To change the label for the business_account__v object control on the call2__v object on the Browser platform, edit the label directly from the call2__ layout. To change the label on the iPad, iPhone, and Windows platforms, edit the CALL_LOCATION;;CallReport Veeva Message text, using best practices for cloning and editing Veeva Messages.

Configuring a Default Call Location

To set a default call location:

1. Grant edit field permission to the preferred_account__v field on the Territory Field (TSF) object.
2. Add the preferred_account__v field to the appropriate tsf__v layouts.

Business admin users can designate the default location for an account on the Territory Field (tsf__v) record. The account in the My Preferred Location field on the tsf__v record is the default call location displayed on the call report.

Requiring Call Location Selection

To require users to select a call location on the call report:

1. Ensure the business_account__v (Location) object control is added to the appropriate call2__v layouts.
2. Select the check box for the disable_call_location_none__v Veeva Setting.

The Disable Call Location None Veeva setting enforces selection of a location value by hiding the —None— option in the location picklist.

From the call location picklist, users select a business account (hospital, clinic, group practice, etc.) associated to the person account they are calling on. A child call record is also created for the business account selected as the location.

Call location is only applicable when recording a call to a person account. The location field does not display when creating a call to a business account.

If product details are selected, the call type is set to Group Detail or Group Detail with Samples.

In the call location picklist, a list of available business accounts displays with their account identifiers and addresses. Displaying account identifiers and addresses in the call location picklist makes it easier for end users to select the correct call location when multiple accounts have the same name, but a different location.

The following logic determines which address displays for each account:

• If the account has a Preferred Address in the same state as the call, that address displays
• If not, the account’s Primary Address displays if it is in the same state as the call
• If not, the first address associated with the account in the same state as the call displays

If the account does not have an address in the same state as the call, the above logic applies regardless of the state of the address. See Call Address Dependency for information on filtering call addresses.