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Would it be possible to have an “Export to Excel” button in Veeva under My Plan- Targets List

Hi,

Would it be possible to have an “Export to Excel” button under My Plan- Targets List in Veeva CRM.

 

Thanks & Regards,

Silpa Kandukuri.

2 comments

  • Avatar
    Michael Goulart Official comment

    Hi Silpa,

    Thanks for posting in the CRM Community Portal.  I'd like to understand a bit more about the request here.  Could you explain the use case?  Why would a CRM end user want to export the My Plan Targets list to Excel?  Or is this an Admin request?

    We have the ability to filter and sort right in the Targets tab.  We also have the ability to take those results and send to the My Scheduler.

    What additional Excel capabilities were you looking for?  What does the user do with the Excel?  Once they've exported it, it could quickly become out of date based on CRM transactions that occur after the export.

    Thanks,

    Mike

  • Avatar
    Sean X

    Hi Silpa,

    I moved this post to CRM PRODUCT SUGGESTIONS.

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