Approved Email Entry Points

There are multiple ways to send an Approved Email. Some of these entry points are enabled by default, some require module-specific configuration.

Some entry points are limited to specific platforms.

Default Entry Points

Sending Approved Emails from the Account Detail Page, Account List, and Call Report works as follows:

  • Account Detail Page – End users can select the Send Email button in the More Actions menu of an account detail page to begin composing an email with the selected account populated as the recipient
  • Account List – End users can select one or more accounts using the Select button, then select the Send Email button in the More Actions menu to begin composing an email with the selected accounts populated as recipients
  • Call Report – While in a call report, end users can select the Send Email button in the More Actions menu to begin composing an email with the attendees of the call selected as recipients

Configuration

To enable the Send Email button on the Account Detail Page and Case entry points, add the Send_Email_vod Button to the Account Page Layout.

To enable the Send Email button on the Account List:

  1. Grant end users CRU OLS to the Sent_Email_vod object.
  2. Verify the user has an active Approved_Document_vod VMOC due to at least one record having been synced to the device (iPhone platform).

On mobile devices, the default mail application displays if the user has CRU access to Sent_Email_vod, but no Approved_Document_vod record on the device.

Additional Entry Points

The following Approved Email entry points require additional configuration and their respective modules to be enabled before they can be used by end users:

  • Case – A case is a standard Salesforce object that can be created in response to an inquiry from an HCP that is replied to by the Medical team using an Approved Email. End users can send Approved Emails relating to a case by selecting the Send Email button on the case.
  • CLM Slides – CLM content creators can directly embed links in CLM slides that launch Approved Email
  • Engage – Hosts of Engage meetings can use Approved Emails to send invitations to recipients
  • Events Management – Event organizers can use Approved Emails to communicate with event attendees before and after the event
  • Medical Events – Medical event organizers can send Approved Emails to follow up on a Medical Event in the past
  • Medical Inquiries – Medical users can respond to a Medical Inquiry with an Approved Email
  • Surveys – Surveys can be sent to survey participants using Approved Email
  • Suggestions – Suggestions can be sent as Approved Emails when the Email_Template_vod check box is selected on the Suggestion_vod record.

Disabling Entry Points

Admins may want to disable certain entry points for Approved Email. To disable an entry point:

  1. Navigate to the DISABLED_APPROVED_EMAIL_ENTRYPOINTS_vod Approved Email setting.

  2. Enter the appropriate values using the format EntryPoint1;;EntryPoint2:

    • Account_vod – Disables sending an Approved Email from the account detail page
    • Call_vod – Disables sending an Approved Email from a call
    • CLM_vod – Disables sending an Approved Email from a CLM presentation
    • MyAccounts_vod – Disables sending an Approved Email from the account list
    • RemoteMeeting_vod – Disables sending Remote Meeting invitations using Approved Email
    • Medical_Event_vod – Disables sending an Approved Email from a medical event

    For example, Account_vod;;MyAccounts_vod;;CLM_vod

To disable exactly two entry points:

  1. Create a Veeva Message containing the two entry points. For example:
    • Message Name = DISABLED_APPROVED_EMAIL_ENTRYPOINTS
    • Category = ApprovedEmail
    • Text = Account_vod;;MyAccounts_vod
  2. Navigate to the DISABLED_APPROVED_EMAIL_ENTRYPOINTS_vod Approved Email Custom Setting.
  3. Enter the Veeva Message. For example, the following references the Veeva Message from Step 1 above: DISABLED_APPROVED_EMAIL_ENTRYPOINTS;;ApprovedEmail.