Question:
How to remove the Field Visit Reports tab in Medical CRM?
Answer:
Field Visit Reports, in Veeva Medical CRM, is referring to the Coaching Reports object.
If it is not required for customers, remove the user's access to the Coaching Reports object. Then, the Field Visit Reports tab disappears from Veeva Medical in iPad.
Follow these steps to remove the access to the Coaching Reports object:
- From the Administration Setup menu, navigate to: Manager Users --> Profiles.
- Find and enter the profile name whose object access is to be removed.
- Go to Custom Object Permissions --> Find Coaching Reports --> uncheck all the access to the object.
Related Documentation:
CRM Online Help: Medical CRM
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