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Is it Possible to Edit the No Active Cycle Plan Message in CRM?

  • Updated

Question:

Is it possible to edit the No Active Cycle Plan message in the Cycle Plan section of the Account Page when no Cycle Plan data is available?

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Answer:

Yes, it is possible to control and edit the message using the following Veeva Messages:

  • CYCLE_PLAN_NO_DATA_DISPLAY - if the Active field is set to TRUE, a message is displayed to the user when no Cycle Plan data exists.
  • CYCLE_PLAN_NO_DATA_MESSAGE - If the Veeva Message is Active, the Text value determines the message to display when no data exists. To change the message follow the steps below.
  1. Open the Veeva Message CYCLE_PLAN_NO_DATA_MESSAGE.
  2. Click Edit
  3. Change the value in the Text field.
  4. Click Save.
  5. Clear the Veeva Cache for the new message to display.

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Related Documentation:

CRM Help Documentation: Account Level Cycle Plans 

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