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How to Add Additional Filter Fields in My Schedule in Veeva CRM Offline Mode?

  • Updated

Question:

How can the user add an additional field to the filter drop-down in My Schedule on Veeva CRM Offline? 

Answer:

The SCHEDULER_FILTER Veeva Setting is used to define common filter attributes. The user can add additional fields in the following manner: Enter the field's API name with a prefix ADD for Address or ACC for Account.

Example: ACC.Specialty_1_vod__c or ADD.Zip_vod__c, etc., This is shown below:

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Once the relevant field is added to the SCHEDULER_FILTER Veeva Setting, the field is available in the filter section in My Schedule in Offline Mode.

Related Documentation:

CRM Online Help: My Schedule Overview

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