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Why the Send To Scheduler Button is Missing in CRM iPad Multi-Channel Cycle Plan Page?

  • Updated

Question:

Why is Send to Scheduler button missing on Multi-Channel Cycle Plan (MCCP) page in Veeva CRM iPad?

Answer:

Sending Targets to the Scheduler is only available with the following assumptions made:

  1. MCCP is active (Status = In Progress and today is within the Start and End Dates).
  2. The user is the owner of the Cycle Plan record.
  3. The MCCP_ENABLE_ACTIONS_My_Plan_vod Multichannel setting with Call2_vod is enabled. (This enables the Send to Scheduler button.)
  4. The user profile has Create privileges on the Call2_vod object.
  5. The MCCP_SEND_TO_SCHED_TYPE_vod Multichannel setting is set up.
    • 0 (zero) – Sends targets to the Call Scheduler
    • 1 – Sends targets to the List Scheduler
      • Ensure the ENABLE_LIST_SCHEDULER Veeva Setting is enabled. If the setting is not enabled, the targets are sent to the Call Scheduler by default.

Related Documentation:

CRM Help Documentation: Scheduling Calls for MCCP Targets  

 

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