When a user creates a new Call, the detail products are not appearing in the Detailing Section by default.
The following configuration steps are taken:
- The products are assigned to the user in MySetup and favorite_vod field is set as true
- User has access to Product records
- User has Read access to Product Catalog and MySetup objects
- No product mentioned in restricted product account field of the accounts
Favorites are not appearing because the Enable_Account_Metric_Detail_Filter Veeva Setting is set to True for the user's profile.
If it is set to True, the Product Metrics defined on the Account act as an additional filter for the Call Detailing section. Detail Products that do not have a Product Metrics record for that Account are available through the Product Search.
The Detail Products need to be included in the Product Metrics section of the Account in order for the user to select them on the Call screen without using the Search functionality.
Otherwise, the Enable_Account_Metric_Detail_Filter Veeva Setting needs to be set to False.
CRM Help Documentation:
Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.