Question:

What is the significance of the Require Call Channel custom Veeva Setting in Veeva CRM?

Answer:

The Require Call Channel custom Veeva Setting is implemented to allow System Administrators to demand end-users to make a Call Channel selection when recording a Call. This setting is also included in the Auto-Populating the Call Channel feature and needs to be set to True in order for the feature to function properly.

With the 22R1 release (April 2022), the setting is largely ignored by all Call Channel features since Call Channel is now required by default. The exception to this, however, is for offline devices that are not upgraded to 22R1. In this case, the CRM app on offline devices (still using 21R3 or older) are referencing the Require Call Channel custom Veeva Setting.

If using the Auto-Populating the Call Channel feature and end-users are not immediately upgrading offline devices to 22R1, it is recommended to set the Require Call Channel custom Veeva Setting to True.

Related Documentation:

CRM Help Documentation: Auto-Populating the Call Channel

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