Restricting Calls by Account
Users can be prevented from recording calls for specific accounts. This helps ensure users do not schedule or record calls for specific HCPs they are restricted from meeting with, either by organization policy or by local regulations.
Who can use this feature?
- Browser, iPad, iPhone Users
- Users do not require an additional license
- End Users
Configuring Restricting Calls by Account for
End Users
To configure this feature:
- Ensure Configuring Call Reporting is complete.
- Set the do_not_call__v field on the appropriate account__v records to yes__v. This restricts users from creating calls for the account.
Using Restricting Calls by Account as
End Users
When calls are restricted for an account, users are prevented from scheduling and recording calls for the account as well as adding the account as an attendee on an existing call.
In addition, the do_not_call__v field on the account__v object can be defaulted to yes__v for specific account object types during account creation, which provides customers with the flexibility to restrict entire types of accounts from interactions with users. See Restricting Calls by Account Object Type for more information on restricting calls by account object type.
