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:

1. Log on as the end-user.
2. Click My Schedule.
3. Select the Week or Month view.
4. Point the mouse on the Call and right-click and hold.
5. Select Delete from the Action Menu.
   
   

NOTE: When on the Day view, all Planned Calls can be deleted by a single click.

• Offline:

1. Log on to Veeva CRM for iPad.
2. Tap My Schedule.
3. Go to the Agenda view.
4. Tap the Action icon next to the Call to the right.
5. Tap Delete.

Users can also use the Select button to delete multiple Calls at once in My Schedule’s Week View or Call Cycle View.

1. Log on to Veeva CRM for iPad.
2. Tap My Schedule.
3. Go to the Week view.
4. Tap Select and the top right corner and select the call or calls you would like to delete.
5. Tap   Delete at the button to confirm the deletion.

Related Documentation:

CRM Help Documentation:

• My Schedule Overview  
• My Schedule Week View

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