Attendee Call Read Only

,Start Date,Start Time,Call Status,SubType,Address,Duration Minutes,

,Start Date,Start Time,Call Status,Sub Type,Address,Duration Minutes,Last Name, (default)

Specifies read-only fields when the call is an attendee call. Use the field names as they are defined in Siebel Tools. Add a comma to the beginning and end of the field name.

Electronic Signature Read Only

,Field name,

,Last Name,Address,Chosen Template,Start Date,CallStatus,Paper Signature,

Specifies fields that are read-only after a signature is taken. Use the field names as they are defined in Siebel Tools. Add a comma to the beginning and end of the field name.

Must Detail Products

Y or N

N

Specifies whether a product must be detailed before the call is submitted.

OnlySubmitByPosition

Y or N

Y

Specifies whether the position that entered the record is the only position that can submit the call.

Paper Reference Number Required

Y or N

Y

Specifies whether the reference number is required or not in order to submit a call with a paper signature.

Paper Signature Read Only

,Field name,

,Call Status,Signature Captured,

Specifies fields that are read-only when Paper Signature is true. Use the field names as they are defined in Siebel Tools. Add a comma to the beginning and end of the field name.

Read Only If Status Synchronized

Y or N

N

Specifies whether the record is Read Only if the call status is "Synchronized."

SRE Professional Types

Professional Type

No default

Specifies a list of professions. Add a comma to the beginning and end of the professional type. An example would be: ,Physician,Central Lab Technician,

SRE Reference Number Required

Y or N

N

Specifies whether a reference number is required before the call can be submitted.

Sample Disbursed Required

Y or N

N

Specifies whether samples must be dropped when the call is submitted.

Template Components

,Business Component Name,

Pharma Call Products Detailed - CE,Pharma Call Sample Dropped - CE

Specifies the business components that need to be copied from the call template when a smart call is applied to a call. Use business component names as defined in Siebel Tools.

Update After Recreate Receipt

,Field name,

,Last Name,Address,Start Date,Comment,Signature Captured,

Specifies fields that are editable when Recreate Receipt is selected. Use field names as defined in Siebel Tools. Add a comma to the beginning and end of the field name.

Update After Submit

,Field name,

,Comment,

Specifies fields that are editable after the call is submitted. Use field names as defined in Siebel Tools. Add a comma to the beginning and end of the field name.

Update Status To Synchronized

Y or N

Y

Specifies whether the status of calls downloaded to the handheld is updated to "Synchronized." When the status is "Synchronized," the calls are read-only on the server.

Validate DEA Number

Y or N

Y

Specifies whether the DEA Number must be validated before the user can sign and submit the call.

Validate DEA Number Expiration

Y or N

Y

Specifies whether DEA Expiration Date must be validated before the user can sign and submit the call.

Validate License Number

Y or N

Y

Specifies whether License Number must be validated before the user can sign and submit the call.

Validate License Number Expiration

Y or N

Y

Specifies whether License Number Expiration must be validated before the user can sign and submit the call.

Validate License Number Status

Y or N

Y

Specifies whether License Number Status must be validated before the user can sign and submit the call.

Validate OK to Sample

Y or N

Y

Specifies whether it is OK to drop a sample to a contact the call.

Validate Product Priority

Y or N

N

If set to Y, it throws an error during submit if product detail priority is not in a sequential order starting with 1.

Validate Professional Profile

Y or N

Y

Validate Sign Lot Number

Y or N

Y

Specifies whether Lot Number is required before the user can sign.

Validate Submit Lot Number

Y or N

Y

Specifies whether Lot Number is required before the user can submit the call.