Adding Multiple Products to the Call Report

  • CRM Desktop (Mac (Sandbox Beta))
  • iPad

For speed and efficiency in call reporting, users add multiple products to the call report at once, rather than individually adding each item disbursed during the visit. Adding multiple products at the same time can be enabled for samples, BRCs, and alternative samples only, or for any product type.

For example, Dr. Ackerman requests two Cholecap samples, a promotional reprint, and a BRC of Narbrax during his visit with Sarah Jones. Sarah uses the Mass Add Samples screen to quickly add these four products to the call report, then captures Dr. Ackerman’s signature.

Configuring Adding Multiple Products to the Call Report

Ensure initial configuration is complete before enabling this functionality.

To enable users to only add multiple sample, alternative sample, and BRC products, add the --mas section signal to the end of the section header containing the zvod_Sample_vod field on the appropriate Call2_vod page layouts.

To enable users to add multiples of any product type to the call report, add the --masp section signal to the end of the section header containing the zvod_Sample_vod field on the appropriate Call2_vod page layouts.

Adding Multiple Products to the Call Report

To add multiple products to the call report at once:

  1. Select any of the Add buttons in the Sample and Promotional Items section of the call report. The Mass Add Samples screen displays. Products are grouped by product type and related detail product.

  2. Select the section heading for the product type, then select the appropriate detail product from the product menu. The quantity selected for each product type displays in parentheses next to the section header.

  3. Enter part or all of the product name in the type-ahead search box to search for products (optional). All matching product names display in the product menu.

    Users must enter at least two characters for the search to display results.

  4. Select the appropriate sample lot for sample products.

  5. Select the appropriate recipient for promotional items, reprints, or custom products on group calls.

  6. Select the appropriate number on the quantity keypad, then select the enter button on the keypad.

  7. Select a product from the side menu or use the navigation arrows to move to the next product type and add a product of another product type.

  8. Select Done to add all of the selected products to the call report.

The following sampling restrictions continue to be enforced when adding multiple sample products at once:

  • Sample Quantity
  • Sample Bound Quantity
  • All section signals suppressing different product types
  • Product-level sample limits

Sample and product disbursement information becomes read-only when users capture an HCP signature or submit the call report.

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