Allow Individual Call Detailing on Group Interactions with HCP as Parent
計画済みWhen recording an interaction at the HCA level and adding HCP attendees, you get a hyperlink into each attendee, which is where you can put in individual call details:
Here’s what appears when I click on one of the HCP attendees’ names (this is where I can enter individual details):
However, when recording an interaction at the HCP level and adding HCP attendees, there is no hyperlink to click into each attendee and add individual call details:
The reason why we would want something like this is because there are some teams that do not record at the HCA level but do need to input individual details when interacting with multiple HCPs at the same time – specifically for one team, they want to be able to open the individual surveys available for each HCP attendee and fill them out. It is not appropriate for them to create 4 unique interactions for this example shared above – it should be considered a group call, but they may have differing details to enter individually. We would like this to be configurable for teams that do not do business at the HCA level.
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Hi, Ashley,
Thank you for the suggestion! Hope you're well! Support for unique activities on person account calls with the --paa section signal is under consideration for the roadmap.
Thanks again!
Jenny
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