If a call has been entered with incorrect information—such as the wrong date—and edit functionality is not yet available, users can void the call and re-enter it correctly. Follow the steps below to void and re-create a call.
Steps to Void an Incorrect Call
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Navigate to the Call Activity Tile
Open the Call Activity tile from your main dashboard or menu. -
Search for the Call
Use the available search filters (such as date, HCP, or product) to locate the specific call entry that needs to be voided. -
Void the Call
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Place a check in the box next to the relevant call entry.
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Click the Void button.
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When prompted, enter a reason for voiding the call (e.g., wrong date).
Note: The call will still appear in the activity list, but its status will be updated to reflect that it was voided.
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Refresh and Verify the Status
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Close the Call Activity tile and reopen it to refresh the view.
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Add the Status column to your call list to confirm that the call is now marked as "Void".
This action will void the call record for both the HCP and the institution associated with the entry.
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Re-enter the Correct Call
Once the original call has been voided, you can proceed to re-enter the correct information as a new call activity entry.