How to add additional fields to the My Plan (Multichannel Cycle Plans - MCCP) Target and Edit Goals tabs?
Additional fields can be added to the My Plan Target and Edit Goals tabs by adding the fields the MC Cycle Plan Target related list on the MC Cycle Plan page layout Online.
For example, to add the Goals Edited field to the My Plan tabs:
- Navigate to the MC Cycle Plan object.
- Select the user's page layout.
- Locate the MC Cycle Plan Target related list (or add it if necessary).
- Press the wrench icon and add the Goals Edited field to the related list.
- Clear the Veeva cache.
- Sync the user's device.
- Navigate to the My Plans Target or Edit Goals tab:
CRMHelp Documentation: Administrative Setup
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.