Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Post/FollowupActivities.htm

## Creating Follow-Up Activities on the Call Report

Effectively managing follow-up activities helps to build strong customer relationships and improve business outcomes. Creating follow-up activities on the call report ensures next steps are captured and executed.

For example, an HCP requests samples of a product while meeting with an MSL. The MSL creates a follow-up activity for a sales rep to visit the HCP and disburse samples of the product. A follow-up task is automatically assigned to the sales rep.

**Who can use this feature?**

* Business Admin Users — Browser
* [Creating Call Follow-Up Templates](#CreateTemplate)
* End Users — Browser, iPad, iPhone, Windows
* [Using Follow-Up Activities](#Using)
* Users do not require an additional license

### Configuring Follow-Up Activities for

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

To configure this feature:

1. Ensure [Configuring Call Reporting](../../ConfiguringCR.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | call\_followup\_task\_\_v | CRED | n/a | Required:  * account\_\_v * assigned\_to\_\_v * call\_\_v * complete\_\_v * completion\_date\_\_v * due\_date\_\_v * last\_assigned\_date\_\_v * mobile\_id\_\_v * name\_\_v Optional, based on template fields in use:  * description\_\_v * detail\_group\_\_v * product\_\_v * Any custom fields | Edit |
   | * created\_by\_\_v * created\_date\_\_v * global\_id\_\_sys * id * modified\_by\_\_v * modified\_date\_\_v | Read |
   | call\_followup\_template\_\_v | CRED | n/a | * account\_\_v * assign\_to\_creator\_\_v * assigned\_to\_\_v * days\_before\_due\_\_v * default\_task\_\_v * description\_\_v * detail\_group\_\_v * due\_date\_\_v * language\_\_v * legacy\_crm\_id\_\_v * link\_\_sys * name\_\_v * ownerid\_\_v * product\_\_v * status\_\_v * user\_\_v | Edit |
   | * created\_by\_\_v * created\_date\_\_v * global\_id\_\_sys * id * modified\_by\_\_v * modified\_date\_\_v | Read |
6. Create custom fields on the following objects (optional):

   * call\_followup\_template\_\_v
   * call\_followup\_task\_\_v

   Ensure custom fields have the exact same field names on both objects. If the field names do not match, values from custom fields on call\_followup\_template\_\_v records are not copied to call\_followup\_task\_\_v records.
7. Navigate to **Admin > Configuration > Objects > call\_followup\_template\_\_v > Layouts**.
8. Configure the layout on the **call\_followup\_template\_\_v** object:

* Create a section called details\_\_c on the layout for fields end users populate when creating call follow-up activities. Place fields to be displayed for follow-up activities on the call report in the details\_\_c section. Examples of fields to include in this section are:
* account\_\_v
* assigned\_to\_\_v
* description\_\_v
* detail\_group\_\_v
* due\_date\_\_v
* name\_\_v
* product\_\_v
* Any custom fields
* Mark the appropriate fields as required on the layout (optional). Whether a field is required when creating follow-up activities on the call report is determined by the template layout. Ensure any required fields are marked as required on both of the following object layouts:
* call\_followup\_template\_\_v
* call\_followup\_task\_\_v

If a field is required on the call\_followup\_task\_\_v layout but not on the call\_followup\_template\_\_v layout, a sync error occurs.

* Create a section on the layout for fields business admin users use to create templates. Do not name the section details\_\_c. These fields are used by business admin users to determine which types of follow-up activities are available to end users, the fields available on follow-up activities, and the values defaulted in these fields. Examples of fields to include in this section are:
* days\_before\_due\_\_v
* assign\_to\_creator\_\_v
* language\_\_v
* user\_\_v

For more information on templates, see the section [Creating Call Follow-Up Templates](#CreateTemplate).

The call\_followup\_template\_\_v object does not support custom object types. To modify which fields display on the layout, add or remove fields from the default layout. Do not remove standard fields from the layout.

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

To configure this feature:

1. Ensure [Configuring Call Reporting](../../ConfiguringCR.htm) is complete and the [My Tasks home page component](../../../Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/TasksComponent.htm) is enabled. (For mobile device users, see [Vault CRM Mobile Application Home Page](../../../Getting_Started/MobileDeviceSetup/iOS/HomePage.htm#TasksComponent). For Browser users, see [Creating a Home Page Dashboard in Vault](../../../Getting_Started/HomepageDashboard.htm#TasksComponent).)
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | call\_followup\_task\_\_v | CRED | n/a | Required:  * account\_\_v * assigned\_to\_\_v * call\_\_v * complete\_\_v * completion\_date\_\_v * due\_date\_\_v * last\_assigned\_date\_\_v * mobile\_id\_\_v * name\_\_v Optional, based on template fields in use:  * description\_\_v * detail\_group\_\_v * product\_\_v * Any custom fields | Edit |
   | * created\_by\_\_v * created\_date\_\_v * global\_id\_\_sys * id * modified\_by\_\_v * modified\_date\_\_v | Read |
   | call\_followup\_template\_\_v | CRED | n/a | Required:  * account\_\_v * assigned\_to\_\_v * due\_date\_\_v * name\_\_v * status\_\_v Optional, based on template fields in use:  * assign\_to\_creator\_\_v * days\_before\_due\_\_v * default\_task\_\_v * description\_\_v * detail\_group\_\_v * language\_\_v * product\_\_v * user\_\_v * Any custom fields | Edit |
   | * created\_by\_\_v * created\_date\_\_v * global\_id\_\_sys * id * modified\_by\_\_v * modified\_date\_\_v | Read |
6. Grant users view permission to the **followup\_section\_\_v** section control on the call2\_\_v object.
7. Navigate to **Admin > Configuration > Objects > call2\_\_v > Layouts.**
8. Place the **followup\_section\_\_v** section control on the appropriate call2\_\_v layouts as a new section.
9. Navigate to **Business Admin > Objects > vmobile\_object\_configuration\_\_v**.
10. Enable VMOCs for the following objects:

* call\_followup\_task\_\_v
* call\_followup\_template\_\_v

### Creating Call Follow-Up Templates as

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

Call follow-up templates determine the types of follow-up activities available to users, which fields display on the call report for each type of follow-up activity, and which values are defaulted in these fields when users create a follow-up activity. Two default templates are provided: Follow-Up Email and Follow-Up Call. To add more types of follow-up activities, business admin users can create additional call follow-up templates.

To create call follow-up templates as a business admin user:

1. Navigate to **Business Admin > Objects > call\_followup\_template\_\_v**.
2. Create a new **call\_followup\_template\_\_v** record, or clone an existing record.
3. Populate the **name\_\_v** field on the call\_followup\_template\_\_v record. This is the name users see when creating call follow-up activities.
4. Populate the following fields to determine the default behaviors for follow-up activities created from the template (optional):

* assign\_to\_creator\_\_v - To automatically assign follow-up activities to the user creating the activity, select this checkbox
* days\_before\_due\_\_v - To set a default number of days before an activity is due, populate this field with the appropriate default number. If this field is not populated, the current date is set as the due date.
* default\_task\_\_v - To make a template the default option for follow-up activities on the call report, select this checkbox on one template record
* language\_\_v - To match translated follow-up activities to the user’s language, based on the language set on the user\_\_sys record, populate this field with the appropriate language. Users only see follow-up activities in their language, or follow-up activities where the language\_\_v field is not populated.
* user\_\_v (Default Assignee) - To assign all follow-up activities of this type to a certain user, populate this field with the appropriate username

![](../../../../Resources/Images/Activities/CallReporting/Call Follow-Up Activities/CallFollowupTemplateCropped.png)

5. Select **Save** after completing the appropriate fields.

### Using Follow-Up Activities as

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

To create follow-up activities from within a call report, select the Add Line action, then select a call follow-up template from the name\_\_v field. The selected call follow-up template determines which fields are available; complete the appropriate fields for the follow-up activity.

The following fields are filtered on follow-up activities:

* account\_\_v - Users can only select accounts which are the primary account on the call, are a call attendee, or are selected as the call location
* product\_\_v - Users can only select detail-type products for which they have access. If [Detail Groups](../../../Products/ProdGroups/DetailGroupsDetailTopics.htm) are enabled, the detail group name displays along with the detail product name, for example, Cholecap | Cardiology.

Follow-Up activities are saved when users save the call report.

![](../../../../Resources/Images/Activities/CallReporting/Call Follow-Up Activities/FollowUpActivities.png)

For the following types of calls, follow-up activities only display on the parent call report:

* Person calls with person account attendees (Person Account Attendee section attribute)
* Person calls with a call location selected
* Standard group calls
* Unique activity group calls

iPhone users can create new follow-up activities on the call report, but they cannot view or edit existing follow-up activities.

When users create follow-up activities on the call report, a corresponding call\_followup\_task\_\_v record is created for the assignee and a Task email notification is sent to the assignee. Activities display on the assignee’s home page under [My Tasks](../../../Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/TasksComponent.htm) and on the My Tasks page. From My Tasks, users can mark an assigned activity as complete or edit it.

If configured, users can also view follow-up activities from related lists on other objects—for example, the account\_\_v object.

### Related Topics

[Vault CRM Mobile Application Home Page](../../../Getting_Started/MobileDeviceSetup/iOS/HomePage.htm#TasksComponent)

[Displaying the My Tasks Component](../../../Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/TasksComponent.htm)

[Creating a Home Page Dashboard in Vault](../../../Getting_Started/HomepageDashboard.htm#TasksComponent)