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Call Name to IRep

Can you add Call Name to display offline in IRep? 

6 条评论

  • Avatar
    Jürgen Kirsch

    Out of curiosity: Why would you Need that ? Our Call Name is just a number, and I do not see any benefit in displaying this on the iREP. Is the Reference to Account, the Call Date and the Type of call not enough to clearly identify it ?

  • Avatar
    Jessika Andreas

    Our sales force uses this number for expense reporting and tracking for the Sunshine Act.  They need to enter that number into a program and most of them like to use their offline system to locate it.  It's displayed in the Windows 8 version, not really sure why you can't expose it on the iPad.  

  • Avatar
    Tristan Theurier

    Hi Jessika,

    The Call Name is visible on Veeva Mobile CRM for iPad via the icon at the bottom right corner of the call report:

     

    Is this what you are looking for?

     

  • Avatar
    Jessika Andreas

    Thank you, we know that it is available if you hit the icon.  We would like to have it part of the list so you don't have to take the extra step.  

  • Avatar
    Tristan Theurier

    Hi Jessika,

    Have you considered the use of a formula field? In the screenshot below, the "Call ID" field is a formula field pointing to the Call Name field (which indeed is not displayed on the iPad application)

     

     

  • Avatar
    Jessika Andreas

    Yes we have, but it seems ridiculous to recreate a field that is already there.  I appreciate you trying to help us buy providing a work around, but we went back to the iPad to stop working that way in Windows.  Is it possible to put on this the list of customer requests?

    Thanks.  

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