Highlighting Target Products on the Call Report

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Highlighting target products on the call report helps ensure end users detail the most relevant products during their interactions with HCPs, for more effective and focused calls. On the call report, a target icon indicates which products are both part of the active, current cycle plan and are relevant to the account on the call. At a glance, end users can quickly identify and prioritize key products for each visit, enabling improved call planning, goal attainment, and account interactions.

Prerequisites

  • Classic Cycle Plans are enabled
  • The current and active cycle plan has Cycle Plan Detail records for products assigned to the user in My Setup

Configuring Highlighting Target Products on the Call Report

Ensure initial configuration is complete before enabling this functionality.

To configure this feature:

  1. Ensure end users and admins have Read FLS to the following fields on the Cycle_Plan_Detail_vod object:

    • Priority_vod
    • Actual_Detail_vod
    • Planned_Details_vod

  2. Select the appropriate page layout on the Call2_vod object.

  3. Edit the zvod_Detailing_vod field section header to include the --htp section signal. For example, Product Details --htp.

  4. Select Save.
  5. Navigate to the Cycle Plan Detail page layout on the Cycle_Plan_Detail_vod object.
  6. Create a new section titled Cycle_Plan_Detail_vod.
  7. Drag and drop the following fields in the new section (and any other metric type fields):
    • Priority_vod
    • Actual_Detail_vod
    • Planned_Details_vod

    When viewing Cycle Plans, each product displays a Priority column and any other metric type fields added to the Cycle_Plan_Detail_vod section.

  8. Select Save.

Viewing Highlighted Target Products on the Call Report

When users create or edit a call report, products which meet the following criteria are highlighted with a target icon:

  • The call report is for the same territory as an active and current cycle plan

    If users change the call territory, all product information is removed from the call report. Before completing the territory change, users are warned that product information is cleared.

  • The call date or datetime is within the time frame for the active cycle plan
  • The primary account on the call report is a target account in the cycle plan
  • For unique activities call reports, target products are highlighted on child call reports, if the account on the child call is a target in the cycle plan. Highlighting the target product for attendee accounts is not supported on the parent call or when recording mass details for unique activity group calls.
  • The product on the call report matches the product on a Cycle Plan Detail record for the primary account on the call

If priority fields are populated on Cycle Plan Detail records, only the products with priority are highlighted. If priorities are not set, any products with a corresponding Cycle Plan Detail record and where Planned_Details_vod is greater than zero are highlighted with a target icon. Priorities specified for a Cycle Plan target do not need to be in sequential order.

The target icon displays in both the Product Detailing section and the Add Other modal for product detailing. For target products which are part of multiple detail groups, all instances of the product are highlighted.

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