Question:

Why is Send to scheduler button missing in 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. Be sure the user is the owner of the Cycle Plan record.
   
   
3. Enable the MCCP_ENABLE_ACTIONS_My_Plan_vod Multichannel setting with Call2_vod. This enables the Send to Scheduler button.
   
   
4. Be sure the user profile has Create privileges on the Call2_vod object.
   
   
5. Set the MCCP_SEND_TO_SCHED_TYPE_vod Multichannel setting.
   
   
   • 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