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Question
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Solution Article (link):
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| Is it possible to add New Values to the Affiliation_vod.Role_vod__c field? |
Yes. New values can be added to the Affiliation_vod.Role_vod__c field. |
| Is it possible to adjust where custom picklist values display when adding picklist values to a picklist on the Affiliation_vod object? |
No. Currently the position of custom fields cannot be adjusted. |
| Why are Data Change Request (DCR) alerts always displayed in blue in a CRM Offline device? |
DCR alerts are modeled as Normal alerts in the My Alerts widget, so it is always displayed in a blue color. |
| Is it possible to remove the All Accounts View in CRM Offline? |
No. iRep provides a hard-coded view called All Accounts by default and it cannot be disabled. |
| Is it possible to display the Edit button on a Child Account Territory Specific Field section in CRM Online? |
No. The Edit button is not supported to display on the Child Account TSF section. |
| How many picklist values can be added and displayed with the Box Picklist type Product Metric? |
The Box type Product Metrics can have up to 10 picklist values. |
| Is it possible to display publications on the CRM Account Timeline? |
In order for the Publication to display on the Timeline, it must be used with the Stakeholder_Publication_vod as the intersecting object. |
| Is it possible to increase the account views limit to greater than 5000 in CRM Online? |
The Account View Limit can be increased by changing the MAX_ACCT_THRESHOLD Veeva Setting. |
| Is it possible to make Product Metrics Detail Groups visible by default for an Account in CRM? |
Detail Groups can be set to ON by default by creating a Product Metrics record where the Product is the Detail Group itself. |
| Is it possible to recover merged Account records in Online CRM? |
Yes. Typically Merged Account Records are able to be recovered. |
| Is it possible to remove the Unlock button of a submitted Medical Insight record in Online CRM? |
Yes. When the user has visibility to the Unlock_vod__c field on a Medical Insight Record, the Unlock button will display. |
| Is it possible to show the edit view link in the My Accounts page in Online CRM? |
Yes. This configuration is possible. |
| Is it possible to store filters on the Timeline view in iRep? |
Filters are not sticky and are only stored as part of the viewing session. Filters are lost when navigating away from the Timeline View. |
| What type of search does Advanced Search use? |
Advanced Search runs a begins with search. |
| What information displays under Account Name in the CRM iRep Account View? |
There are four lines of information under the Account Name in the CRM iRep Account View |
| What is the rule that is used to sort Accounts on Online? |
Accounts are sorted based on Language and Field Level Security (FLS). |
| Why does a view fail to return any accounts when using Territory as a filter? |
The User needs at least one territory assigned to the user detail for a view to pick up any accounts territory is used to filter. |
| Why are Sent Email Records Not Visible in the Timeline View in CRM iRep? |
The zvod_Timeline_Email_vod Marker Field is not placed in the layout of the Account_Overview_Layout_vod object. |
| Why are the columns displayed on the Account Lookup Dialog in iRep different than what is configured in CRM Online when using Configurable Lookup Filters and Layouts? |
The Account Lookup Dialog in iRep is hard-coded to show four fixed columns. |
| Why does the Schedule a Call button not appear on the My Account page in CRM Online? |
There are three items which control if the Schedule a Call button appears on the My Account page. |
| Why does the display order of Multichannel Activity records on the Account Timeline page change when refreshing the browser? |
The Multichannel Activity records displaying on the Account Timeline page are sorted by Start_DateTime_vod_c in Descending order. |
| Why is Duplicate Record Checking returning Person Accounts when creating a Business Account? |
Veeva CRM does not search against only Business Accounts even though the user is trying to create that type. |
| How does the Address display on the iRep Account View? |
There are a number of variables that determine how the address is displayed. |
| How can analytics data be re-linked after a Sandbox refresh? |
Log into the FTP server using the defined admin user's credentials. |
| How does the VInsights Average Call Per Day Calculation report calculate for CRM Online? |
The calculation of Average Calls Per Day Calculation report is based on the following criteria. |
| Is it possible to check the last successful sync for VEEVA_RUN_ANALYTICS_PROCESS in CRM? |
Yes. This information is stored in the Veeva_Analytics_Process_vod object. |
| Is it possible to disable Product Sales Trend Widget on the MyInsights Account Plan Dashboard in CRM? |
The Product Sales Trend widget displays if the user has access to the Account Sales Dashboard Objects Vmobile Object Configuration (VMOC). |
| Is it possible to Increase the Territory Limit in Veeva CRM? |
By default, the maximum number of Territories that can be selected in a VInsights report is 15. This value can be increased. |
| Is it possible to setup a mini-brick to roll up into a single parent brick for CRM Vinsights? |
Set up the Brick_Hierarchy_vod_c. Each mini-brick can roll up into a single parent brick. |
| What does the error "Unsupported File Type" mean in Analytics Admin? |
The file loaded is not supported for Fixed Reports. |
| What fields can be used to configure custom columns in the Top Account Report in CRM? |
It's possible to add up to three (3) Account fields per S-Control on the report. |
| Can CRM Approved Email prevent users from Forwarding Emails? |
No. This isn't possible. |
| Can fields be dynamically populated with Account or User field values in a Vault Approved Email? |
The token {{ObjectAPIName.FieldAPIName}} can be used. |
| Can an image hosted in Vault be used in CSS for Approved Email? |
No. Approved Email only supports the use of relative paths in HTML. |
| Do Email Templates support commenting out Approved Email Tokens? |
Commenting out Approved Email tokens is not supported. |
| Do Email Templates support Dependent Tokens? |
No. Dependent Tokens are not supported in Email Templates. |
| Is it possible to check the reason an Approved Email bounced or dropped? |
The Email_Activity_vod.Event_Msg_vod__c field explains why an email failed to deliver. |
| How to Enable the Bcc_vod Field for Use with CRM Approved Email? |
There are several steps to perform to enable the Bcc_vod field. |
| Is it possible to restrict product on the CRM Approved Email Unsubscribe page? |
Use the field Restricted_Products_vod on the corresponding Account. |
| Is it possible to send all emails to a specific email address instead of the Acocunt email in CRM? |
Yes. There are two methods to do this. |
| Is it possible to set an email template to be available for all users in CRM? |
Content must be assigned to one and only one product in Vault for the integration to work properly. |
| Is it possible to setup CRM Approved Email with Opt-In Disabled? |
Removing access to the Multichannel_Consent_vod object is the only way to disable Opt-in all together for Approved Email. |
| Is it possible to automatically attach email fragments when sending Approved Emails? |
No, a fragment should not be automatically attached. |
| Is it possible to link a Vault binder to an email template or Fragment? |
This is not a supported configuration. Users cannot link a binder to an email template or fragment using the Vault relationships. |
| Is it possible to re-send an Approved Email record after it failed to send? |
If an Approved Email fails to send, it may be possible to re-send the Email after correcting the issue that prevented it from sending. |
| What do the various CRM picklists for Status_vod in Sent_Email_vod mean? |
There are eight picklist values for the Sent_Email_vod.Status_vod__c field. |
| What events trigger login history for an Approved E-mail or CLM Integration User in Veeva CRM? |
There are a number of Approved Email events which trigger login history entries. |
| What notifications are shown in Multichannel Alerts section on the iRep home page in CRM? |
Multi-channel Alerts provides notifications for Urgent and Normal Alerts. |
| Which IP Addresses are used by Mailgun for CRM Approved Email? |
Mailgun uses the following IP Addresses:
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| Why are the Approved Email Custom Settings not working on Online or offline when setting it on the user level? |
This is working as designed. |
| Why are viewed Email Activity Records showing the Vault information but not the location tracking information? |
This is working as designed. |
| Why is a user unable to schedule a CRM Approved Email? |
Ensure the user has the appropriate field level security. |
| Why is CRM not recognizing the related fragments in an Approved Email Template? |
Ensure the Approved Email Admin user and End-User have the appropriate field level security. |
| Why is there a one-pixel blank image at the bottom of emails that are sent using Veeva's Approved Email feature? |
This is added to enable Mailgun to track opens. |
| The Complete flag on an Account Tactic record is enabled, the Account Tactic displays on the Call Report page. |
The Complete field on the Account Tactics object does nothing and there is no out-of-the-box logic that drives that flag. |
| Is it possible to have the Company logo displayed when prompted with the Signature page? |
To use the company logo instead of the product-related banner, simply use one image (the company logo) for all of the products. |
| How do Call Objectives get sorted on the Call Report creation page? |
The sorting works differently in the Online and Offline environments. |
| How do I display the distributor on a Print Sample Receipt in Veeva CRM? |
Use the Veeva Setting: ENABLE_SAMPLE_DISTRIBUTED_BY_SIG
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| How do Restricted Products work for CRM Calls? |
Using Restricted Products by Account for Call Reporting works in the following ways: |
| How does the Attendee Name display in a Call page in CRM Online and iRep? |
The display is controlled by the Enable Child Account Veeva Setting. |
| How does the Call Visualforce page generate the Account Name displayed? |
If a user has access to an Account specified on a Call record, the Account Name is displayed on the Call Visualforce Page. |
| How is the intersection of territories calculated in the Territory_vod field on the Call Report in CRM? |
Territory_vod field is on the Call page layout. It is a picklist where the values are intersections of the territories of the primary account of the call and the user assigned territories. |
| Is it possible to change the Default View in the Call Objectives Page in CRM iRep? |
Currently, this cannot be adjusted. The current default view is Alerts |
| The + button disappears in CRM iRep. How can the New Button be enabled in the Account Plan in CRM iRep? |
Add Field Level Security (FLS) on the Mobile_Id field in Account Plan Object. |
| How can the Cocoa error 1555 be prevented in CRM iRep? |
The error is indicative of Database corruption. The user needs to refresh iRep database. |
| Is it possible to make key messages of product required when submitting a call in Online CRM? |
Enable: Require Key Message On Detail on the product catalog record, which is detailed on call. |
| Is it possible to Prevent a User From Recording a Call in Online CRM? |
Users can be prevented from recording calls for specific accounts by setting the Do_Not_Call_vod field on the Account object to Yes_vod. |
| Is it possible to remove the Edit button from the Call page layout in CRM? |
If there is a business requirement to disable to Edit button on Call records for users, removing it from the page layout is not sufficient. It can only be removed if the user does not have Edit permission on the Call object. |
| Is it possible to Setup Email Notifications from Call Follow-up Activities? |
Yes. To setup Email Notifications for the Call Follow-up Activities: |
| Is it possible to prevent child calls being created when adding zvod_Business_Account_vod__c on the page layout in CRM? |
As long as the user has Field Level Security (FLS) on this field, currently there is no way to prevent child calls being created when adding zvod_Business_Account_vod__c on the page layout. |
| Is it possible to record the number of Other Attendees on a Call instead of recording each one of their names using the Attendee_List_vod__c field? |
It is possible to map a number field to send the number to Concur but it ignores it in the splitting calculation. |
| Why there is a +1 symbol displaying on the iRep calendar? |
The +1 notation displays the number of attendees for group calls or for individual calls with attendees. |
| When querying Calls created from a Medical Event, there appear to be duplicates. Why are two records appearing for the same Call in the report. Why do both calls have different Call names but both refer to the same Call? |
If a Medical Event has five attendees and a Call is recorded, six call2_vod records are created. One Parent call2_vod record and five Child call2_vod records all load the Parent Call when they are accessed. |
| When recording a call from the Call_Objective_vod related list on an Account_Plan_vod record, Call_Objective_vod records marked as Recurring are appearing twice. Why are the Call_Objective_vod records duplicated? |
Recurring Call_Objective_vod records require visibility to the Call_Objective_vod.Parent_Objective_vod field. |
| Why are users unable to see the same Call Objective records in iRep that are Online? |
Offline the Record Type selector only shows Record Types that are available to the user Offline. Recurring Call Objectives can be excluded as are completed Call Objectives. |
| Why Do Different Call Types Appear on Call Page with Different User Language in CRM Online? |
The setting of the Veeva Message ALLOWED_CALL_RECORD_TYPES for different languages is different. |
| The Completed flag of a completed Call Objective is changed from TRUE to FALSE. In addition, the Call Objective has reassigned to another user. After syncing iRep, why does the Call Objective not display on the Call Report page on CRM iRep? |
The value of the Call2_vod field of the Call Objective record is not blank. |
| Why Does --None Option-- Appear in Picklist Field Drop-down List in Call Discussion Section of Call Page in CRM Online? |
This is currently working as designed. Although Salesforce does not display --None-- when a Picklist type field is set as required, Veeva makes it explicit that a user needs enter a value for a required field. |
| Why is a Saved Call created if it was Cancelled after displaying Media in CRM iRep? |
iRep saves useful information when the user shows the Media. The information is saved in the Call automatically so the details are not lost. |
| Why is the Accept button not available on a CRM signature page when viewing a saved signature. |
If a signature is accepted on a saved record, the user must press the Clear button. Then, the Accept button becomes available again. |
| Why is the Call DateTime of an Attendee Call Not in Sync with the Call DateTime of the Parent Call in CRM? |
When using unique activities, the Attendee Call inherits the parent's Call DateTime upon creation. It can be subsequently modified but it does not stay in sync with the Call DateTime of the Parent Call. |
| Why is the Last Modified Date Changed for Submitted Calls On Veeva CRM? |
One common cause is that original Account on the call was Merged. |
| Why do Marker Fields Display Instead of Buttons in CRM Online Call Page? |
The root cause is an incorrect setting in the Translate Workbench page. |
| Is it possible to schedule a Call on the weekend days when using the Schedule a Call button on the My Accounts page? |
Calls cannot be scheduled for non-business days with the Schedule a Call button. It is controlled by the locale of the user. |
| Is it possible to edit the Territory picklist field (Territory_vod__c) on a call after it has been saved in CRM? |
The field is Read-only if the Call is not newly created and not in Planned status. |
| Why is a warning not given to users when Rescheduling or Modifying a Unique Activities Call from My Schedule? |
Typically an error is thrown, but not when rescheduling or modifying from My Schedule. The Child Call DateTimes are synced to the Parent DateTime. |
| How do the values of Apply_Limit and Limit_Applied fields on the Call Sample object control Sample Limit processing in CRM? |
The following article explains the use of these settings: |
| Is it possible to display Custom Fields to the Call Signature Page? |
The Signature Page layout cannot be modified or have any custom fields added to it but the Signature Page Display Name formula field can be customized to display additional Account fields. |
| Is it possible to Enable Negative Sample Warning in CRM Offline? |
The settings: SAMPLE_LOT_QTY_WARNING_THRESHOLD and SAMPLE_LOT_EXP_WARNING_THRESHOLD can be used in CRM Offline. |
| Is it possible to remove Manufacturer information from the Sample Sign page on CRM iRep? |
Removing Field Level Security (FLS) on the Manufacturer_vod__c field on the Product Catalog object removes Manufacturer information from the Sample Sign page. The user loses access to this field. |
| Is it possible to remove Ship to License information from Sample Sign page on CRM iRep? |
A user can remove Ship to License information by adding the --nsl (no sampling license required) section signal to the Call layout page in the section with the zvod_Samples_vod marker field. |
| Is Swap Signee button, from the Signature page, available for Detail Only Calls? |
No. If signatures are enabled for all Call Reports using the --so section signal, Detail Only calls will not display the Swap icon. |
| Why is the Sample Recipient field sometimes displayed as a Radio Button and sometimes as a Drop Down menu on the Call UI Pages? |
How the Sample Recipient field displayed on the UI is depends on the --asf section signal on the Attendee Notes section. |
| Which Veeva Message is controlling the label of Ship to License on the Sample Sign Page on CRM iRep? |
The Veeva Message is SHIP_TO_LICENSE, which is differentiated by Language. |
| Is it possible to use a new address record as a Sample's Ship Address before syncing the address record online? |
No. The reason is that the License Valid to Sample formula field on the newly created Address defaults to false prior to syncing. |
