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What Information Displays Under the Call Objective Name on the Call Objectives Page in the CRM for iPad?

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Question:

What information displays under the Call Objective Name on theCall Objectives page in the CRM for iPad?

Answer:

There are four lines of information under the Call Objective Name on the Call Objectives page in the CRM for iPad :

  • Line 1: Account.Formatted_Name_vod
  • Line 2: Account.Account_Identifier_vod__c
  • Line 3: Call_Objective_vod__c.From_Date_vod__c - Call_Objective_vod.To_Date_vod__c
  • Line 4: Call_Objective_vod__c.RecordType.Name

For Line 1, if the Veeva Setting ENABLE_ACCOUNT_PARENT_DISPLAY_vod is enabled (checked), it displays Account Name expansion. Example: Jason Smith @ SF General Hospital.

For Line 3, if only one of the dates is populated, the hyphen is not displayed.

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Related Documentation:

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