Question:
How can an end-user delete calls Online and Offline in Veeva CRM?
Answer:
An end-user can delete Calls if the user has Delete access on the Calls and the Call is not in a Submitted state.
Online:
- Log on as the end-user.
- Click My Schedule.
- Select the Week or Month view.
- Point the mouse on the Call and right-click and hold.
- Select Delete from the Action Menu.
NOTE: When on the Day view, all Planned Calls can be deleted by a single click.
Offline:
I)
- Log on to Veeva CRM for iPad.
- Tap My Schedule.
- Go to the Agenda view.
- Tap the Action icon next to the Call to the right.
- Tap Delete.
II)
- Log on to Veeva CRM for iPad.
- Tap My Schedule.
- Go to the Week view.
- Tap and hold the Call until the Delete icon appears at the top-left corner of the Call box.
- Tap the Delete icon (X).
Related Documentation:
CRM Help Documentation: My Schedule Overview
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