CRM Tip: Account Identifier on Calls

Veeva CRM Tips & Tricks

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Call Reporting

Account Identifier on Calls

An Account Identifier can be displayed under each potential attendee in the call screen.

The Account Identifier field helps you provide additional information to your users to help them correctly identify accounts.

You can populate the Account Identifier with Health Care Provider (HCP) email addresses, decile numbers, primary specialties, or with a different attribute.
Be sure your users have visibility to the field.
Then, place the Account Identifier zvod field on the Call page layout.

The call edit screen displays available attendees with their Account Identifier. For more details go here.