Maintaining Separate Call and Signature Datetimes
- Browser (Classic)
- CRM Desktop (Mac (Sandbox Beta),Windows)
- Windows Tablet
When a user accepts a signature on an offline device, the original call date or datetime is overwritten by the signature datetime. However, admins can configure the call report to maintain the original call date or datetime as well as a separate signature datetime. Maintaining a separate call and signature datetime helps users to meet specific reporting requirements, collect detailed information for future call planning, or accurately record calls with a long duration.
For example, Sarah Jones meets with Dr. Ackerman and enters the call datetime as 9 AM on the call report. She captures Dr. Ackerman's signature at 9:23 AM. Local regulations require Sarah to record the signature datetime, and organizational policies require her to also record the start time for the call. Since separate call and signature datetimes are enabled in Sarah's org, the signature datetime is automatically recorded as 9:23 AM, but this does not override the original call datetime that Sarah selected.
Configuration for Maintaining Separate Call and Signature Datetimes
Ensure initial configuration is complete before enabling this functionality.
To maintain separate call and signature datetimes, enter a value of 0 in the Disable Call Datetime Overwrite Veeva setting.