Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/PopulateHeader/CallLocation.htm

## Selecting the Call Location

With call location, users designate a call location separate from the call address. This enables users to tie a business account to the call report, which helps to maintain accurate, comprehensive records of interactions between users and accounts. As some HCPs practice at multiple locations, indicating which location can be important for call reporting and compliance with regulations.

**Who can use this feature?**

* End Users — Browser, iPad, iPhone, Windows
* [Using Call Location](#Using)
* Users do not require an additional license

### Configuring Call Location for

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

To configure this feature:

1. Ensure [Configuring Call Reporting](../../ConfiguringCR.htm) is complete.
2. Grant Edit field permission to the **business\_account\_\_v** (Location) field control on the call2\_\_v object.
3. Place the **business\_account\_\_v** (Location) field control on the appropriate call2\_\_v layouts.
4. Ensure the appropriate Account Hierarchy or Affiliations are in place between the desired person account and business accounts.

To change the label for the business\_account\_\_v field control on the call2\_\_v object on the Browser platform, edit the label directly from the call2\_\_ layout. To change the label on the iPad and iPhone platforms, edit the CALL\_LOCATION;;CallReport Veeva Message text, using [best practices](../../../Getting_Started/SettingUp/Veeva_Messages.htm) for cloning and editing Veeva Messages.

#### Configuring a Default Call Location

To set a default call location:

1. Grant edit field permission to the **preferred\_account\_\_v** field on the Territory Field (TSF) object.
2. Add the **preferred\_account\_\_v** field to the appropriate tsf\_\_v layouts.

Business admin users can designate the default location for an account on the Territory Field (tsf\_\_v) record. The account in the My Preferred Location field on the tsf\_\_v record is the default call location displayed on the call report.

#### Disabling the None Option for Call Location

To hide the —None— option in the location picklist:

1. Ensure the **business\_account\_\_v** (Location) field control is added to the appropriate call2\_\_v layouts.
2. Select the checkbox for the **disable\_call\_location\_none\_\_v** Veeva Setting.

The Disable Call Location None Veeva setting encourages selection of a location value by hiding the —None— option in the location picklist.

Selecting the Disable Call Location None Veeva Setting does not make selection of a location required.

### Using Call Location as

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

From the call location picklist, users select a business account (hospital, clinic, group practice, etc.) associated to the person account they are calling on. A child call record is also created for the business account selected as the location.

Call location is only applicable when recording a call to a person account. The location field does not display when creating a call to a business account.

If product details are selected, the call type is set to Group Detail or Group Detail with Samples.

In the call location picklist, a list of available business accounts displays with their account identifiers and addresses. Displaying account identifiers and addresses in the call location picklist makes it easier for end users to select the correct call location when multiple accounts have the same name, but a different location.

The following logic determines which address displays for each account:

* If the account has a Preferred Address in the same state as the call, that address displays
* If not, the account’s Primary Address displays if it is in the same state as the call
* If not, the first address associated with the account in the same state as the call displays

If the account does not have an address in the same state as the call, the above logic applies regardless of the state of the address. See [Call Address Dependency](AddressDependency.htm) for information on filtering call addresses.

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

### Related Topics

[Selecting a Call Address](CallAddress.htm)