Customizing Delivery Methods and Delivery Details for Medical Inquiries

Once a user selects a delivery method for a medical inquiry, the next step is to select the delivery details. Delivery details correspond to the delivery method selected. For example, if the delivery method is mail, the delivery detail is the HCP’s address. If the delivery method is phone, the delivery detail is the HCP’s phone number.

Mappings display relevant delivery details based on Account information and assist users in selecting delivery details. For example, if the delivery method is mail, all available addresses for the Account display as values within an Address picklist, and all address properties (address line 1, postal code, country, etc…) are concatenated into a single picklist value. The user selects the details in a single step in the UI, and the data is saved automatically to the proper fields on the Medical Inquiry record.

Who can use this feature?

  • Browser, iPad, iPhone, Windows Users
  • Users do not require an additional license
  • Business Admin Users

Customizing Delivery Methods and Delivery Details as

Customizing Unlock Privileges as

Adding or Removing Buttons for Medical Inquiries as