Swapping the Signee

  • CRM Desktop (Mac (Sandbox Beta),Windows)
  • iPad
  • iPhone

Users can swap the sample recipient for another signee on the signature capture page. This enables users to react quickly to changes in attendees during a call, for increased flexibility in call reporting. For example, Sarah Jones creates a call for Dr. Ackerman. While Sarah is on the way to Dr. Ackerman’s office, she sees Dr. Balfe in the hallway and takes the opportunity to sample Cholecap to her. Sarah quickly swaps the signee to capture Dr. Balfe’s signature on the call report initially created for Dr. Ackerman.

This feature does not require configuration.


To enable users to access the signature page, Configuring Call Sampling or Capturing Signatures for Calls Without Samples must be enabled.

Swapping the Signee is not available for detail-only calls.

Using Swap Signee

Users swap the signee by selecting the drop-down menu next to the account name on the signature page and selecting another signer. For individual calls and group calls, but not unique activities group calls, swapping the signee also transfers call details and media recorded up to that point to the new signer.

Users can search for additional accounts using the type-ahead search. Only accounts able to receive samples by meeting criteria defined by sample limits, restricted products, and licenses can be selected in the swap window.

If BRC products are selected in the call, users can change the shipping address by selecting the shipping icon next to the swap icon. This displays a list of account addresses. Only sample eligible addresses can be selected as the shipping address.

The following table describes the default accounts listed in the Swap Signee window, depending on the type of call, attendees and call conditions:


Default Swap Criteria

Individual Call

Displays siblings via the account hierarchy and siblings via affiliations.

  • If the ENABLE_MYSCHEDULE_CALL_LOCATION Veeva setting is disabled, a list of person affiliations of business affiliations displays as well as the siblings in the account hierarchy
  • If the account is a Business Professional, only the Business Professional child accounts of the primary parent account display

Individual Call w/ Call Location

Displays a list of accounts constrained by the business account selected as the call location. If an account does not have a controlled address, then it is listed but grayed out.

  • If the call location is affiliated to the primary account on the call, the dialog displays person accounts affiliated to that business account
  • If the call location is the parent of the primary account on the call, via the account hierarchy, the Swap Signee window displays only child person accounts of that business account

Individual Call w/ Business_Professional_vod

Lists only siblings via the hierarchy that are of the Business_Professional_vod record type. Accounts do not have to have controlled addresses.

Group Call

Lists child person accounts and affiliated person accounts.

Swapping the Signee on Group Calls with Unique Activities

For group calls with unique activities enabled, users can swap to either an existing attendee on the call or a new attendee:

  • If the user selects an existing attendee, the existing signature page for the attendee displays. Call information (samples, call details and media) is not transferred to the existing attendee, though the attendee’s signature is recorded for the call.
  • If the user selects a new attendee, the normal Swap Signee dialog displays. When users swap the signee to a new attendee, call information (samples, call details and media) is transferred from the original signee to the new attendee.

To swap to an existing attendee, select the drop-down menu next to the account name on the signature page. Then, select an existing attendee from the Attendees dialog.

If samples are not selected on the existing attendee’s call report, an error message displays.

Swapping the Signee to a New Attendee

To instead swap the signee to a new attendee, select the New Attendee button from the Attendees dialog. Next, select the appropriate account from the menu displayed. Ineligible accounts display in gray text.

When the user accepts the new attendee’s signature, the original signee’s call report is cleared and the call information is transferred to the new attendee. The original signee remains on the call as a selected attendee.

Validation Rules for Swap Signee

If offline validation rules are configured for the call report, the validation rules run at the end of the Swap Signee selection process, after users select an address or ship-to address (for BRC sampling). Additionally, validation rules run when users select a new ship-to address for BRC sampling from the signature page, independently of swap signee. If there are validation errors, error messages display and users are prevented from capturing the signature until they resolve the errors. Users can cancel or select a new signee/ship-to address.