Creating Calls from the Media Player
When launching a presentation directly from the media library, users can specify the account for the presentation from the action menu and create a call report to save the displayed slides. This allows users to display CLM content to HCPs during unplanned calls without needing to prepare a call report.
For example, during a visit to Newton Memorial Hospital, Sarah Jones discovers Dr. Clinton Ackerman is available for a brief meeting about Cholecap. During the meeting, Sarah displays a Cholecap presentation directly from her media library. When the meeting is over, Sarah selects the Select Account button from the action menu and selects Dr. Ackerman’s account to create a call associated with the slides she displayed during the meeting.
Ensure initial configuration is complete to use this functionality.
- The Do Not Call setting and Restricted Products are enforced when selecting an account
- Users cannot add attendees to calls created from the media player
- Due to complex validation associated with signature capture (which requires the complete call to be available), the Sign button is not available for calls created from the media player
Selecting Accounts from CLM
Accounts in the user’s Person Accounts are available for selection. If at least one Business Account is aligned to the user’s territories, the Account Identifier and Primary Parent for Business Accounts also display.
Selecting an account saves the slide history to the newly created call report. Once the user exits the media player, views Training presentations, or selects Manage My Presentations, the slide history is cleared.
- createRecord – only for Call Clickstream object, the created Call Clickstream records are linked to the newly created Call
- updateCurrentRecord – for the Account, Call, TSF, and Address objects
To aid users when viewing unassociated presentations in CLM, a warning message displays indicating the user has not selected an Account for the presentation. To disable the warning, disable the CLM_EXIT_CONFIRMATION Veeva Setting check box.
Capturing Location for Child Accounts
When launching CLM from a non-child account, orgs with child accounts enabled are prompted to select a location. This allows the user to select the correct child accounts to record the call against when displaying a CLM presentation.
For example, during a call with Dr. Ackerman, Sarah Jones selects the Launch Media from the Account Detail screen. Because Dr. Ackerman practices in several locations, Sarah selects Chilton Memorial Hospital and then continues to present CLM content. The location is saved, along with key information, and the call is recorded against Chilton Memorial Hospital.