Call Reporting Platforms

This topics illustrates which call reporting features are supported on the various Veeva CRM platforms.

General Features

Feature Browser (Classic) Browser (Lightning) CRM Desktop (Windows) iPad iPhone Windows Tablet
Add New Address
Allowed Products (TSF)

Allowed Products (Call)
Attachments
Auto-Populating the Call Channel
Auto Sync After Capturing Acknowledgment of Content (AOC)
Attaching Expense Receipts for SAP Concur
Capturing Signatures for Call Acknowledgment

Capturing GPS Coordinates on the Call Report

Capturing GPS Coordinates from CLM
Call Expenses
Calls from Medical Events
Call Location
Call Location Stamping
Call Objective Messages
Call Reporting with Child Accounts
Controlled Substance Sampling
Custom Call Report Buttons
Default Call Record Type by Account Record Type
Filtered Account Lookups on Call
Filtered Medical Event Lookup on Call
Flash-based Marketing Banner
Followup Activities (Create new)
Followup Activities (View and edit)
Limiting Call Backdating
Limiting Past Call Submission
Marketing Banner on Signature Page
Multi-currency
--nap (No New Address for Person Accounts)
--nab (No New Address for Business Accounts)
Restrict Calls by Account Record Type

Restricting Call Channels

Restricted Products (Account)

Requiring Medical Discussions on the Call Report

Sample Limit Merges
Selecting a Call Channel
Suggested Product Detailing Priority

Syncing Parent and Child Call Datetimes

Territory Selection
User Lookups
Using Action Items on the Call Report
Viewing Account Identifiers in Call Location

More Actions

Feature Browser (Classic) Browser (Lightning) CRM Desktop (Windows) iPhone iPad Windows Tablet
Creating Orders
New Inventory Monitoring
New Medical Inquiry
Send Approved Email

Attendees

Feature Browser (Classic) Browser (Lightning) CRM Desktop (Windows) iPad iPhone Windows Tablet

--ao (Attendees Optional)

--asf (Attendee Specific Fields)
--atf (Attendee Target Filter)
Contacts as attendees
Create new contacts
--ns (No Samples)
--nnc (No New Contacts)
--paa (Person Account Attendees)
Other Attendees (SAP Concur)
--su (Search Users)

Product Details

Feature Browser (Classic) Browser (Lightning) CRM Desktop (Windows) iPad iPhone Windows Tablet
Detail Groups and Detail Topics
--htp (Highlight Target Products)
My Setup Favorites
--rd(Require Details)
--sd (Sign for Details)

Product Discussions

Feature Browser (Classic) Browser (Lightning) CRM Desktop (Windows) iPad iPhone Windows Tablet
Account Tactics
Dependent Picklists based on Product
Filtering of Medical Events based on Attendees
Maximum of Five Product Discussions
Product Strategies
Product Tactics
Selection of Medical Events

Key Messages

Feature Browser (Classic) Browser (Lightning) CRM Desktop (Windows) iPad iPhone Windows Tablet
--cat (Categories)
--ded (Disable eDetail Delete)
Custom Reactions
Segmentation

Signatures

Feature Browser (Classic) Browser (Lightning) CRM Desktop (Windows) iPad iPhone Windows Tablet
Disclaimers
Marketing Banner
Recapture Signatures
Signature Lock
Signature Location
Signature Length Restriction
Signature to Confirm Call
Swap Signee