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Why is Call Type Set as Detail Only When Recording a Call Against a Medical Event in Veeva CRM?

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Question:

When the user is recording an Event Call Report from the Account page against a Medical Event then Call Type is set as Detail Only instead of Event Detail. How is it possible? 

Answer:

Depending on the primary Account of a Call Report as well as the types of activities captured, the value of the Call_Type_vod field on the Call2_vod object is set as follows:

  • Detail Only: The Call is against a Person Account. There is at least one Detail product selected. No Samples are recorded.
  • Event Detail: The call is against a Medical Event. There is at least one Detail product selected.

Related Documentation:

CRM Help Documentation: Call Objective Types

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