Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Selecting the Primary Call Objective, Primary Next Call Objective, or Primary Outcome for a Detailed Product

You can select the primary call objective (primary messaging plan item), primary next call objective (primary messaging plan item relations), or primary outcome (primary message response) for the product being detailed using the following procedure. The call objective, next call objective, and outcome that you select as primary are displayed in the Product Detailed related item section in the Call Detail page. The purpose of the primary designation is to determine which item record is displayed first in the Products Detailed page. No special processing occurs for this designation.

Before you begin. Your administrator must set up dynamic page layouts for SPM as described in Configuration Guide for Oracle CRM On Demand Life Sciences Edition. If your administrator sets up the dynamic page layouts, then selecting an SPM type results in a different page layout from the default layout for PCD record types. For example, for a Messaging Plan Item record, selecting a Call Objective type results in a Call Objective page layout. For more information on setting up dynamic page layouts, see Specifying Dynamic Page Layouts. In addition, your administrator must set up your user access profile so that you have Read-Only, View, or Inherit Primary access to the related information SPM records on the Products Detailed detail page.

To select the Primary Call Objective, Primary Next Call Objective, or Primary Outcome

  1. Navigate to the Products Detailed Detail page for the product that you are detailing (for example, Drug A).
  2. To designate a call objective (messaging plan item) as the primary call objective (primary messaging plan item):
    1. Edit the Products Detailed Detail page.
    2. For the Primary Call Objective (Primary Messaging Plan Item) field, use the Lookup selector to choose a call objective (messaging plan item) from the list as the primary objective.
  3. To designate a next call objective (messaging plan item relations) as the primary next call objective (primary messaging plan item relations):
    1. Edit the Products Detailed Detail page.
    2. For the Primary Next Call Objective (Primary Messaging Plan Item Relations) field, use the Lookup selector to choose a next call objective (messaging plan item relations) from the list as the primary objective.
  4. To designate an outcome (message response) as the primary outcome (message response):
    1. Edit the Products Detailed Detail page.
    2. For the Primary Outcome (Primary Message Response) field, use the Lookup selector to choose an outcome (message response) from the list as the primary outcome.


Published 6/21/2021 Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices.