Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/CLMDeselect.htm

## Deselecting CLM Product Details on the Call Report

To accurately record information about their interactions with HCPs, users can deselect product details that were automatically added from CLM presentations.

When users present CLM content from the call report, product details associated with the CLM content are automatically added to the call report. However, there are scenarios where users do not discuss each of the products associated with the CLM content and want to remove CLM product details from the call.

**Who can use this feature?**

* Business Admin Users — Browser
* [Tracking CLM Product Detail Deselection](#Tracking)
* End Users — Browser, iPad, iPhone
* [Deselecting CLM Product Details](#Using)
* Users do not require an additional license

### Configuring Deselecting CLM Product Details for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To configure this feature:

1. Ensure [Configuring Call Reporting](../../ConfiguringCR.htm) and [Configuring CLM](../../../Multichannel/CLM/ConfiguringCLM/CLMBasicConfig.htm) are complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant Edit field permission to the **detail\_removed\_\_v** field on the call2\_key\_message\_\_v object.
6. Enable admins to track CLM product detail deselection and detail section configuration (optional):
   * Navigate to **Admin > Configuration > Objects > call2\_\_v > Layouts**
   * Place the **detail\_section\_attribute\_\_v** field on the appropriate call2\_\_v layouts. This field captures the detail section configuration, so admins can see whether Enable e-Detail Delete was enabled when the user saved the call report.
   * Navigate to **Admin > Configuration > Objects > call2\_key\_message\_\_v > Layouts**
   * Place the **detail\_removed\_\_v** field on the appropriate call2\_key\_message\_\_v layouts. When users delete a product detail automatically added from CLM, the detail\_removed\_\_v field checkbox is selected on the call2\_key\_message\_\_v records associated with the deselected product, so admins can track where CLM product details were removed.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Configuring Call Reporting](../../ConfiguringCR.htm) and [Configuring CLM](../../../Multichannel/CLM/ConfiguringCLM/CLMBasicConfig.htm) are complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant Edit field permission to the **detail\_removed\_\_v** field on the call2\_key\_message\_\_v object.
6. Navigate to **Admin > Configuration > Objects > call2\_\_v > Layouts**.
7. Enable the **Enable e-Detail Delete** section attribute for the Call Details section on the appropriate call2\_\_v layouts.

### Deselecting CLM Product Details as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Users deselect CLM product details in the same way as they deselect manually added product details. To deselect a product detail, select the delete icon and confirm the deletion. On the iPad platform, users can also deselect the product detail checkbox to delete the CLM product detail.

![](../../../../Resources/Images/Activities/CallReporting/Advanced/DeselectCLM.PNG)

When the Sign for Details section attribute is enabled on the call2\_\_v layout, users cannot deselect product details after capturing a signature on the call report. To deselect product details, clear the signature. For more on Sign for Details, see [Detailing Products on the Call Report](ProductDetailing.htm).

When users deselect a CLM product detail, associated call2\_discussion\_\_v and call2\_key\_message\_\_v records (records where the clm\_id\_\_v field is null) are deleted. [CLM Key Messages](../../../Multichannel/CLM/TrackingCLM/TrackKeyMsg.htm) associated with the deselected product are not deleted.

### Tracking CLM Product Detail Deselection as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

Business admins can use the following fields to track CLM product detail deselection:

* detail\_removed\_\_v - This checkbox field on the call2\_key\_message\_\_v object is automatically selected on the remaining CLM Key Message records associated with the deselected product, so admins can track whether details were removed. This field is not populated for manually added detail products.
* detail\_section\_attribute\_\_v - This field on the call2\_\_v object is stamped with the Call Detail section’s configuration when a call is created, and it is re-stamped on every save or submit. This enables admins to see whether the Enable e-Detail Delete section attribute was enabled when the user recorded the call. The field is locked after users submit the call report.

### Related Topics

[Using Key Messages on the Call Report](KeyMessages.htm)

[Tracking CLM Key Messages](../../../Multichannel/CLM/TrackingCLM/TrackKeyMsg.htm)