Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/Attendees.htm ## Adding Call Attendees The Attendees section allows users to identify which person accounts or users attended a call. In order to accurately record call activities, users need to easily find, add, and remove attendees from the call report. **Who can use this feature?** * End Users — Browser, iPad, iPhone, Windows * [Selecting Suggested Attendees](#SuggAttendees) * [Searching for an Attendee](#SearchAttendee) * [Viewing Identifiers](#Viewing) * Users do not require an additional license ### Configuring Call Attendees for [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) To configure this feature, ensure [Configuring Call Reporting](../../ConfiguringCR.htm) is complete. ### Selecting Suggested Attendees as [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) Users are presented with a set of default suggested attendees, based on relationships with the primary account on the call. For group calls, person accounts that are directly related through affiliations, or are children of the primary account in the Account Hierarchy, are presented as default suggestions. To add an attendee from a list of suggested attendees, select the checkbox next to the attendee's name. All available attendees can be selected or deselected at once using the Select All and Remove All actions. ![](../../../../Resources/Images/Activities/CallReporting/Default/IAP for attendees/iPad2.PNG) ![](../../../../Resources/Images/Activities/CallReporting/Default/IAP for attendees/iPhone2.PNG) #### Criteria for Displaying Suggested Attendees * Group calls - person accounts that are directly related through affiliations, or are children of the primary account in the Account Hierarchy, display as default suggestions * Individual call - person accounts that are either directly affiliated to the primary account or are siblings to the primary account in the call through the Account Hierarchy display as default suggestions For example, Dr. A and Dr. B would both display as default suggestions on a group call against Newton Memorial Hospital, if both accounts are children of Newton Memorial Hospital in the Account Hierarchy. ### Searching for an Attendee as [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) If a desired account is not listed as a suggested attendee, users can select the Add Accounts action to open the [account picker](../../../Accounts/UsingAccounts/FindingSelectingAccountsPicker.htm). The account picker allows the user to search all the person accounts in the user’s local data store (for offline platforms) or all visible accounts (for online platforms). Columns can be added to the default display by selecting the Display in default lists and hovercards option for the appropriate field. Attendee selection is bound by the rules dictated by the do\_not\_call\_\_v field and restricted products on the account. When a user searches for an account attendee, the Address field defaults to the Preferred Address first, then the Primary Address, then the first address. If the user has visibility to the user identifier and company name, these fields also display in the search. Each word in the search is tokenized, meaning that a search for Edward Allison displays all accounts matching on the text Edward, Allison, or Edward Allison. For information on search results in Vaults with child accounts, see [Call Reporting with Child Accounts](ChildAccounts.htm). ![](../../../../Resources/Images/Activities/CallReporting/Default/IAP for attendees/iPad3.PNG) ![](../../../../Resources/Images/Activities/CallReporting/Default/IAP for attendees/iPhone3.PNG) #### Searching and Adding User Attendees If the Search User section attribute is enabled, users can select the Add Users action to search for user attendees to add to the call report. Only active user attendees display in the search results. In order for user attendees to display in the search results, the isactive\_\_v checkbox must be selected on their user\_\_sys record. On the Browser platform, results are based on a search across all fields on the user\_\_sys object. Saving or submitting a call with only a user attendee selected is only supported when the Attendees Optional section attribute is selected on the Attendees section on a call layout. Otherwise, at least one account attendee must be associated with the call before it can be saved or submitted. This requirement does not apply to Person Account calls. When account and user attendees are added to the call, the attendees are divided into Account and User categories, then sorted alphabetically. This provides the user a visual cue when identifying different attendee types. ![](../../../../Resources/Images/Activities/CallReporting/Default/IAP for attendees/iPad5.PNG) ![](../../../../Resources/Images/Activities/CallReporting/Default/IAP for attendees/iPhone5.PNG) #### Searching and Adding Multiple Attendees The call report workflow allows users to select attendees, then search for additional attendees and add them to a call. On the iPad platform, users are limited to 100 attendees. ![](../../../../Resources/Images/Activities/CallReporting/Default/IAP for attendees/iPad4.PNG) ![](../../../../Resources/Images/Activities/CallReporting/Default/IAP for attendees/iPhone4.PNG) #### Considerations Consider the following when adding a large number of attendees: * The more attendees on the call, the longer it takes to save the call * Sync time-outs may occur when deleting a call with a large number of attendees. To increase time-out periods, edit the Client Sync Timeout Veeva Setting. ### Viewing Identifiers as [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#) Account and user identifiers are available in the call report to help users quickly find and select the correct attendee when there is a large number of attendees to select from. The account identifier field must be populated on the account or user record in order for the identifier to display on the call report and attendee search. Account and user identifiers display for the following call types: * Group Call to Business Account * Person Account with the Person Account Attendees section attribute * Event Calls with Attendees ![](../../../../Resources/Images/Activities/CallReporting/Default/IAP for attendees/AttendeesAcctIDiPad.PNG) ### Related Topics [Customizing the Attendees Section on the Call Report](CustomizeAttendees.htm) [Capturing Unique Information on Group Call Attendees](UniqueActivities.htm)