Question:
What relationships appear for Swap Signee by default in CRM for iPad Call Reporting?
Answer:
For individual Calls, a list of person affiliations of business affiliations displays as well as the siblings in the Account hierarchy, if the ENABLE_MYSCHEDULE_CALL_LOCATION custom Veeva Setting is disabled. If the Account is a Business Professional, only the Business Professional child Accounts of the primary Parent Account display.
If this setting is enabled, only the child Accounts of the Call location Account are listed.
The table below describes the default Accounts listed for each replacement.
|
Scenario |
Default Swap Criteria |
|
Individual Call |
Shows siblings through the Account hierarchy and siblings through affiliations. |
|
Individual Call w/ Call Location |
Lists Accounts constrained by the Business Account selected as the Call Location. |
|
Individual Call w/ Business_Professional_vod |
Lists only siblings through the hierarchy that are of the Business_Professional_vod record type. Accounts do not have to have controlled Addresses. |
|
Group Call |
Lists child Person Accounts and affiliated Person Accounts. |
|
Unique Activities Group Calls |
Enables the user to select either an existing attendee on the call or a new attendee. If the user selects an existing attendee on the group call, the existing signature page for that attendee displays. If the user selects a new attendee, the normal Swap Signee dialog displays. |
The user can search for additional accounts using the type-ahead search. Only Accounts able to receive samples by meeting criteria defined by sample limits, restricted products, and licenses can be selected in the swap window.
Related Documentation:
CRM Help Documentation: Swapping the Signee