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How Can a User Cancel a Sample Send Business Reply Card (BRC) Request in CRM?

  • Updated

Question:

How can a user cancel a Submitted Sample Send Business Reply Card (BRC) Request in CRM?

Answer:

Click the Cancel Send button on the Call Sample related list, located on the Account Page, to request a cancellation of the shipment.

To enable this feature:

  • Provide the user’s profile with Read and Create Field Level Security (FLS) on the Call2_Sample_Cancel_vod object
  • Add the Cancel Send button to the Call Sample related list on the Account Page Layout.

Note: This functionality is only available Online. It is not currently available on Veeva CRM for iPad.

Related Documentation:

CRM Help Documentation: Cancel Sample Send

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