Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Medical_Inquiries/Configuring_Medical_Inquiries.htm

## Configuring Medical Inquiries

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

All Medical Inquiries include a lookup to an account, inquiry text, and a delivery method. Additionally, Vault CRM provides a Product field if the inquiry is product-specific and signature fields if an HCP signature is required to submit the inquiry.

#### Account Lookup

The Medical Inquiry feature is supported with person accounts. The Account lookup is stored in the account\_\_v field on the medical\_inquiry\_\_v object.

#### Delivery Method Information

The delivery\_method\_field\_control\_\_v field control allows end users to enter preferred response method for the medical inquiry, for example, email.

#### Multiple Product Inquiries

The multiple\_product\_inquiries\_field\_control\_\_v field control allows end users to add multiple product inquiries to a medical inquiry.

### Configuring Medical Inquiries for

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

To configure this module:

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

   | Object | Object Permissions | Object Types | Fields | Field Permissions |
   | --- | --- | --- | --- | --- |
   | medical\_inquiry\_\_v | CRED | medical\_inquiry\_\_v | * delivery\_method\_\_v * group\_count\_\_v * group\_identifier\_\_v * inquiry\_text\_\_v * medical\_inquiry\_status\_\_v * signature\_\_v * signature\_date\_\_v | Edit |
6. Grant Execute permission to the **submit\_\_v** object action on the medical\_inquiry\_\_v object.
7. Grant View permission to the **delivery\_method\_field\_control\_\_v** object control on the medical\_inquiry\_\_v object.
8. Grant View permission to the **medical\_inquiry\_save\_\_v** object control on the medical\_inquiry\_\_v object to allow users to save medical inquiries before submitting. This step is optional.
9. Grant Execute permission to the **create\_medical\_inquiry\_\_v** object action on the account\_\_v object.
10. Navigate to **Admin > Configuration > Objects**.
11. Select **medical\_inquiry\_\_v**.
12. Select the **Layouts** tab.
    * Select the appropriate layout
    * Edit the **medical\_inquiry\_status\_\_v** field and select the Display As Read-Only checkbox
    * Add a **Detail Form** section.
    * Place the **delivery\_method\_field\_control\_\_v** field control on the layout in the new section.
      ![](../../Resources/Images/Medical Inquiries/add_delivery.png)
    * Select the appropriate check boxes for the **Optional Delivery Method** and **New Delivery Detail** attributes. This step is optional.
    * Select **Done**
    * Place the **medical\_inquiry\_save\_\_v** field control on the layout. This step is optional. This allows users to save a Medical Inquiry and submit it later.
    * Ensure the delivery\_method\_\_v field is on the layout.
    * Select **Save**
13. Navigate to **Admin > Configuration > Objects > account\_\_v**.

* Select the **Layouts** tab
* Select the appropriate layout
* Place the **medical\_inquiries\_\_v** section control on the layout
  ![](../../Resources/Images/Medical Inquiries/related_object.png)

* Do one of the following:
* Select **Create record** in the pop-up dialog to use the default object type
* Select **Create record** in new page to display an object type pop-up if the user has more than one type with Create permissions
* Select **Done**
* Select **Save**

14. Navigate to **Business Admin > Objects > vmobile\_object\_configuration\_\_v**.
15. Enable VMOCs for **medical\_inquiry\_\_v** for the appropriate mobile devices.

VMOCs for Medical Inquiry on iPad or iPhone are not needed for Medical Inquiries if the Include Related Objects checkbox is selected on the Account object VMOC for iPad or iPhone, and Medical Inquiry is configured as a related list on the Account detail page. For more information, see [Using a Top Level Sync VMOC](../Getting_Started/MobileDeviceSetup/Sync/VMOCs.htm).

#### Configuration for Specific Entry Points

To enable users to create a medical inquiry from the Call Report More Actions menu:

1. Navigate to **Admin > Users & Groups > Permission Sets**.

* Select the appropriate permission set
* Select the **Objects** tab
* Select **call2\_\_v**
* Grant View permission to the **more\_actions\_\_v** object control

2. Navigate to **Admin > Configuration > Objects**.

* Select **call2\_\_v**
* Select the **Layouts** tab.
* Select the appropriate layout
* Place the **more\_actions\_\_v** control on the layout in the buttons\_\_v section

To enable users to create medical inquiries from CLM presentations:

1. Navigate to **Admin > Configuration > Tabs**.
2. Create a tab for the **medical\_inquiry\_\_v** object.
3. Navigate to **Business Admin > Objects < multichannel\_settings\_\_v**.
4. Enable the **MEDICAL INQUIRY OVERLAY** setting with a value of 1.

### Related Topics

[Medical Inquiries Overview](Medical_Inquiries_Overview.htm)

[Creating a Medical Inquiry](MedicalInquiryCreation.htm)

[Customizing Delivery Methods and Delivery Details for Medical Inquiries](DetailPage.htm)