Maintaining Separate Call and Signature Datetimes
When a user accepts a signature on an mobile device, the original call date or datetime is overwritten with the signature datetime by default. However, the call report can be configured to maintain the original call date or datetime, as well as a separate signature datetime.
Maintaining a separate call and signature datetime enables users to meet specific reporting requirements, collect detailed information for future call planning, and accurately record calls with a long duration.
Who can use this feature?
- iPad, iPhone, Windows Users (Browser coming soon)
- Users do not require an additional license
- End Users
Configuring Maintaining Separate Call and Signature Datetimes for
End Users
To configure this feature:
- Ensure Configuring Call Reporting is complete.
-
Navigate to Business Admin > Objects > Veeva Settings > Global Veeva Settings.
- Populate the disable_call_datetime_overwrite__v Veeva Setting with 0.
Using Separate Call and Signature Datetimes as
End Users
Datetimes for calls and signatures are captured separately. For example, a call has a datetime of 9:00 AM. If the account on the call signs at 9:23 AM, the signature datetime is automatically recorded as 9:23 AM, but this does not override the original call datetime.
