Call Reporting Platforms
This topics illustrates which call reporting features are supported on the various Veeva CRM platforms.
General Features
More Actions
Feature | Browser |
CRM Desktop (Mac) (Sandbox Beta) |
CRM Desktop (Windows) | iPad | iPhone |
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Using the More Actions Button |
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Creating Orders |
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New Inventory Monitoring |
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New Medical Inquiry |
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Send Approved Email |
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Attendees
Feature | Browser |
CRM Desktop (Mac) (Sandbox Beta) |
CRM Desktop (Windows) | iPad | iPhone |
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Adding Call Attendees |
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--asf (Attendee Specific Fields) |
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--atf (Attendee Target Filter) |
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Contacts as attendees |
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Create new contacts |
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--ns (No Samples) |
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--nnc (No New Contacts) |
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--paa (Person Account Attendees) |
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Other Attendees (SAP Concur) |
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--su (Search Users) |
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Product Details
Feature | Browser |
CRM Desktop (Mac) (Sandbox Beta) |
CRM Desktop (Windows) | iPad | iPhone |
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Detailing Products on the Call Report |
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Detail Groups and Detail Topics |
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--htp (Highlight Target Products) |
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My Setup Favorites |
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--rd(Require Details) |
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--sd (Sign for Details) |
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Product Discussions
Feature | Browser |
CRM Desktop (Mac) (Sandbox Beta) |
CRM Desktop (Windows) | iPad | iPhone |
---|---|---|---|---|---|
Capturing Product Discussions on the Call Report |
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Account Tactics |
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Dependent Picklists based on Product |
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Filtering of Medical Events based on Attendees |
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Maximum of Five Product Discussions |
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Product Strategies |
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Product Tactics |
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Selection of Medical Events |
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Key Messages
Feature | Browser |
CRM Desktop (Mac) (Sandbox Beta) |
CRM Desktop (Windows) | iPad | iPhone |
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Using Key Messages on the Call Report |
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--cat (Categories) |
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--ded (Disable eDetail Delete) |
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Custom Reactions |
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Targeting Key Messages to Accounts |
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Signatures
Feature | Browser |
CRM Desktop (Mac) (Sandbox Beta) |
CRM Desktop (Windows) | iPad | iPhone |
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Disclaimers |
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Marketing Banner |
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Recapture Signatures |
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Signature Lock |
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Signature Location |
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Signature Length Restriction |
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Signature to Confirm Call |
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Swapping the Signee |
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