Overview:
When a user creates a new Call, the detail products do not appear in the Detailing Section by default.
The following configuration steps are taken:
- The products are assigned to the user in MySetup and the Favorite_vod field is set to True
- The user has access to Product records
- The user has Read access to Product Catalog and MySetup objects
- No product is mentioned in the restricted product account field of the accounts
Root Cause:
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.
Solution:
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.
Related Documentation:
CRM Help Documentation:
Thank you