Displaying the State Distributor License Status Indicator

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  • CRM Desktop (
  • Windows)
  • iPad
  • iPhone

For efficiency in call reporting, the State Distributor license indicator enables users to quickly and easily see whether an account’s State Distributor license is valid. When users record a call in a state where a State Distributor license is required, the indicator displays the status of the license on the call report.

Prerequisites

Configuring the State Distributor License Status Indicator

To enable this feature:

  1. Grant users FLS Read permission to the zvod_Address.State_DISTR_STATUS_vod field on the Call2_vod object.
  2. Place the zvod_Address.State_DISTR_STATUS_vod field on the appropriate Call2_vod page layouts.

Using the State Distributor License Status Indicator

The State Distributor license status indicator displays on call reports in states where a State Distributor license is required. If the call address has valid State Distributor License information, the indicator displays with a green check mark.

If the call address does not have valid State Distributor License information, the indicator displays with a red icon instead.

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