Limiting Past Call Submission

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

To prevent users from submitting calls that occurred too far in the past, admins can restrict call submission for the previous month’s calls past a certain number of days into the current month. The limit on past call submission can be customized for each month of the year.

For example, the limit on past call submission is set so call reports from the past month cannot be submitted after the 10th of the next month. If a call report created on December 20th is not submitted, the Submit button is disabled on January 11th and users cannot submit the call.

Configuration for Limiting Past Call Submission

Ensure initial configuration is complete before enabling this functionality.

To set a monthly window for past call submission:

  1. Populate the CALL_SUBMISSION_MONTHLY_WINDOW_vod Veeva Setting with the following text: CALL_SUBMISSION_MONTHLY_WINDOW;;CallReport
  2. Enter the appropriate text in the CALL_SUBMISSION_MONTHLY_WINDOW Veeva Message. The syntax for the Veeva Message must be as follows:

CALL_SUBMISSION_MONTHLY_WINDOW = <MONTH_NUMBER>,<NUMBER OF DAYS OF WINDOW>;<MONTH NUMBER>, <NUMBER OF DAYS OF WINDOW>,

where <NUMBER OF DAYS OF WINDOW> determines the number of days of the defined <MONTH NUMBER> that the organization allows calls to be submitted in the previous month (<MONTH NUMBER> - 1 unless January, then it would be 12). The Call_Date_vod field on the Call2_vod object is used as the reference.

For example:

If CALL_SUBMISSION_MONTHLY_WINDOW = 1,10; 2,5; 3,10; 9,5; then for January, calls from December are allowed to be submitted until January 10th; January calls until February 5th; February calls until March 10th; August calls until September 5th.

For months not defined in the setting, the previous month’s calls have no submission limit. Also, zero is not a valid value.

Using Limits on Past Call Submission

Users cannot submit calls that fall outside of the time range specified in the Veeva Message; an error message displays and users are prevented from submitting the call. Unsubmitted calls remain in their saved status and can be managed later via an external process, since unsubmitted calls can still be synced from offline devices.

Related Topics