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:

I)

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.

II)

1. Log on to Veeva CRM for iPad.
2. Tap My Schedule.
3. Go to the Week view.
4. Tap and hold the Call until the Delete icon appears at the top-left corner of the Call box.
5. Tap the Delete icon (X).
   
   

Related Documentation:

CRM Help Documentation: My Schedule Overview  

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