Call Reporting Platforms

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

General Features

Feature iPad iPhone Online Windows
Using Action Items on the Call Report
Add New Address
Allowed Products (TSF)

Allowed Products (Call)
Auto Sync After Capturing Acknowledgment of Content (AOC)
Attaching Expense Receipts for SAP Concur
Capturing Signatures for Call Acknowledgment
Capturing Signatures for Controlled Substances

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
Custom Call Report Buttons
Viewing Account Identifiers in Call Location
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)
Marketing Banner on Signature Page
--nap (No New Address for Person Accounts)
--nab (No New Address for Business Accounts)
Limiting Call Backdating
Limiting Past Call Submission

Requiring Medical Discussions on the Call Report

Restrict Calls by Account Record Type
Restricted Products (Account)
Suggested Product Detailing Priority

Syncing Parent and Child Call Datetimes

Sample Limit Merges

Selecting a Call Channel

Selecting a Standardized Call Channel
Territory Selection
User Lookups

More Actions

Feature iPad iPhone Online Windows
New Medical Inquiry
Creating Orders
New Inventory Monitoring
Send Approved Email


Feature iPad iPhone Online Windows

--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 iPad iPhone Online Windows
Detail Groups and Detail Topics
--htp (Highlight Target Products)
My Setup Favorites
--rd(Require Details)
--sd (Sign for Details)

Product Discussions

Feature iPad iPhone Online Windows
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 iPad iPhone Online Windows
--cat (Categories)
--ded (Disable eDetail Delete)
Custom Reactions


Feature iPad iPhone Online Windows
Marketing Banner
Recapture Signatures
Signature Lock
Swap Signee
Signature Location
Signature Length Restriction
Signature to Confirm Call