The View Plan Details option from the More Actions menu on an Account card does not display on the My Schedule page in CRM for iPad.
This is because Multichannel Cycle Plan (MCCP) attributes are not configured for Configure Display.
Enter the following MCCP attributes in the SCHEDULER_CONFIGURE_DISPLAY Veeva Setting in the specified format:
- To display a field from the MC_Cycle_Plan_Target_vod object, enter MCCP_Target.fieldname
- To display a field from the MC_Cycle_Plan_Channel_vod object, enter MCCP_Channel.fieldname
- To display a field from the MC_Cycle_Plan_Product_vod object, enter MCCP_Product.fieldname
Once this is done, the View Plan Details option is displayed as shown in the screenshot above.
CRM Help Documentation: Displaying MCCP Attributes in My Schedule
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.