Capturing Custom Text

  • Browser
  • CRM Desktop (Mac)
  • iPad

To provide a fuller picture of users’ interactions with HCPs and capture important information about product transactions, users can enter additional product information in a custom text field for the following product transactions:

  • receiving product shipments
  • creating a product transfer, adjustment, or return
  • recording a call

For example, Sarah Jones disburses two packages of co-pay cards to Dr. Ackerman during a visit. On the call report, Sarah inputs the range of BIN numbers for the packages to track which HCPs receive which co-pay cards.

This functionality is available for all product types—BRCs, alternative samples, promotional items, high value promotional items, reprints, and custom product types.

Configuring Custom Text Capture

Ensure initial configuration is complete before enabling this functionality.

To enable custom text capture:

  1. Grant admins the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Call2_Sample_vod

    n/a

    n/a

    		 Custom_Text_vod

    Edit

    Product_vod

    n/a

    n/a

    		 zvod_Custom_Text_vod

    Edit

    Sample_Transaction_vod

    n/a

    n/a

    		 Custom_Text_vod

    Edit

    Sample_Receipt_vod

    n/a

    n/a

    		 Custom_Text_vod

    Edit

  2. Grant end users the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    Call2_Sample_vod

    n/a

    n/a

    		 Custom_Text_vod

    Edit

    Product_vod

    n/a

    n/a

    		 zvod_Custom_Text_vod

    Read

    Sample_Transaction_vod

    n/a

    n/a

    		 Custom_Text_vod

    Edit

    Sample_Receipt_vod

    n/a

    n/a

    		 Custom_Text_vod

    Edit

  3. Add the zvod_Custom_Text_vod field to the Product_vod page layout.

  4. Add the Custom_Text_vod field to the appropriate page layouts on the following objects:
    • Call2_Sample_vod
    • Sample_Transaction_vod
    • Sample_Receipt_vod
    • Sample_Transaction_Audit_vod (optional)
  5. Select the Required check box for the Custom_Text_vod field on the appropriate page layouts, if users are required to complete the field (optional).

The Custom Text field label cannot be changed.

Defining Products for Custom Text Capture

In order for users to capture custom text for a particular product, admins must enable the product for custom text capture in the Product Catalog record:

  1. Select the appropriate product record from the Product Catalog.
  2. Select the check box for the zvod_Custom_Text_vod field.
  3. Select Save.

To enable the zvod_Custom_Text_vod field for multiple products at once, use inline editing to select the zvod_Custom_Text_vod check box for the appropriate product records.

Capturing Custom Text

Users can capture custom text for defined products when:

To capture custom text on a call report or on a sample transaction, enter the appropriate text in the Custom_Text_vod field.

The Custom_Text_vod field is read-only once users do any of the following:

  • Accept an HCP signature on the call report
  • Submit the call report
  • Submit a sample transfer, adjustment, receipt, or return