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How to Enable the Add Call Objective Button in CRM?

  • Updated

Question:

How to enable the Add Call Objective button at the top of the Account Tactic section in the Account Plan Detail page?

Answer:

In order to enable this feature, set the BULK_CALL_OBJECTIVE_CREATION_vod Veeva Setting with a value of 1. The default value is 0.

If the BULK_CALL_OBJECTIVE_CREATION_vod Veeva setting is set with a default value of 0, the Add Call Objective button displays in the Call Objectives section:

Add_Call_Objective_0.jpg

If the BULK_CALL_OBJECTIVE_CREATION_vod Veeva setting is set with a value of 1, the Add Call Objective button displays at the top of the Account Tactic section in the Account Plan Detail page:

Add_Call_Objective_1.jpg

Related Documentation:

CRM Help Documentation: Call Objective Management in Plan Tactics

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