Skip to main content
hamburger menu Created with Sketch.
Veeva Support US Holiday: Jan 16th - Limited staff, please plan accordingly

Search the Knowledge Base

How Do Next Call Notes Work in CRM Calls Online?

  • Updated

Question:

How do Next Call Notes work and how to use this to transfer them to the next Call?

Answer:

Next Call Notes is pre-populated from the Next Call Notes value for the Call Report that is returned by the following query: 

SELECT 
(SELECT Next_Call_Notes_vod__c 
FROM Call2_vod__r 
WHERE Status_vod__c != 'Planned_vod' AND CreatedBy.Id = '[Current User Id]' 
ORDER BY Call_Datetime_vod__c DESC NULLS LAST, 
Call_Date_vod__c DESC NULLS LAST Limit 1) 
FROM ACCOUNT 
WHERE (ID = '[Account to Record the Call against]')

It returns the latest Call, but the user has to note that the query determines which one is the latest by the Call_Datetime_vod field, not the CreatedDate or LastModifiedDate fields. Currently, there is no out-of-the-box functionality in CRM to merge Calls. 

On new Calls, the Veeva code is used to auto-populate the Next Call Notes and not a trigger. It is currently not possible to extend this functionality to auto-populate fields.

Related Documentation:

CRM Help Documentation: Using Pre-Call Notes and Next Call Notes

Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.

Powered by Zendesk