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Can a User Dismiss Call Objective Alerts in CRM?

  • Updated

Question:

Can a user dismiss Call Objective alerts?

Answer:

The alert appears until the objective is met or it passes its due date.  Control the number of days the alert appears.

  • Set the CALL_OBJECTIVES_ALERT_THRESHOLD_DAYS_vod Veeva Setting.  This value determines the number of days before a Call Objective's due date to display an alert to the user.
Example: If this value is 14, alerts are displayed for Call Objectives beginning two weeks before the objectives are due. The value of the To_Date_vod field is used to determine the due date. The default value is 14 days.

If this value is 0, the alert appears on the day the objective is due.

If this value is blank or negative, no alerts appear.

Related Documentation:

CRM Documentation:  Call Objectives 

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