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Is it Possible to Hide Calls for an Account from the Timeline View in CRM?

  • Updated

Question:

Is it possible to hide calls owned by other users from the Timeline view of an Account in CRM?

Answer:

Yes, it is possible to hide calls from the Timeline view if the Organization-Wide Sharing Setting for the Call object is set to Private.

To review/edit the Sharing Settings follow the steps below:

  1. Log in Online as a System Administrator.
  2. Navigate to: Setup --> Administration Setup --> Security Controls --> Sharing Settings.
  3. Click Edit in the Organization-Wide Defaults section.
  4. Set the Default Internal Access value to Private for the Call object.
  5. Click Save.
  6. Wait a few minutes until the changes come into effect.
  7. Clear the Veeva Cache.
  8. Refresh the database for offline devices.

Related Documentation:

CRM Help Documentation: Using the Timeline View

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