Skip to main content
hamburger menu Created with Sketch.
Veeva Support APAC Labor Day Apr 30 - May 4 - Limited staff, please plan accordingly

Search the Knowledge Base

Call Name Search Does Not Return Results in CRM

  • Updated

Overview:

A user searches for a Call record using the record name C{000000000}, e.g. C000002671. The search does not return any results:

search_results.JPG

However the Call can be opened by adding its record ID a04XXXXXXXXXXXX, e.g. a042200000151F7 after the SFDC (Salesforce.com) server name: e.g. https://cs27.salesforce.com/a042200000151F7:

record_ID.png

Root Cause:

The Call Tab is set to Tab Hidden for the user's profile. A record can only be searched by its record name if:

  • The user has access to the record.
  • The Tab of the record's object is set to Default On or Default Off for the user's profile.

Solution:

Configure the Call Tab Settings using the following steps:

  1. Navigate to the user's User Detail Page.
  2. Click on Edit.
  3. Scroll down to Custom Tab Settings.
  4. Set it to Default On or Default Off for the Call object.
  5. Click on Save.
  6. Clear Veeva Cache.

Related Documentation:

Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.

Thank you

Powered by Zendesk