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CRM Medical Insight Cannot be Created from a Call in Edit Mode

  • Updated

Overview:

A call is in Edit mode. The user creates a Medical Insight from the call by clicking on the More Actions button. This produces an error: Insufficient privileges.

Root Cause:

The user profile does not have access to Kmi_Account_Selector_vod and Kmi_Call_Account_Selector_vod Visualforce pages.

Solution:

  1. Select on Setup --> Manage Users --> Users.
  2. Search for the user.
  3. Open the User Detail page by clicking on the user full name.
  4. Open the Profile Detail page by clicking on the Profile link.
  5. Scroll down to the Enabled Visualforce Page Access section.
  6. Click on the Edit button.
  7. Add Kmi_Account_Selector_vod and Kmi_Call_Account_Selector Visualforce Pages from Available Visualforce Pages to Enabled Visualforce Pages.
  8. Click on the Save button.
  9. Clear Veeva Cache.

Related Documentation:

CRM Documentation: Key Medical Insights

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