Scheduling Calls

My Schedule enables users to quickly and easily identify and plan the best uses of their time for a day, week, or month at a time, and schedule new calls. There are several ways to schedule calls in My Schedule, depending on platform and calendar view.

Who can use this feature?

  • End Users — Browser, iPad, Windows
  • Scheduling Calls
  • Users do not require an additional license

Configuring Scheduling Calls for

To configure this feature:

  1. Ensure Configuring Call Planning is complete.
  2. Navigate to Admin > Users & Groups > Permission Sets.
  3. Select the appropriate permission set.
  4. Select the Objects tab.
  5. Grant the following permissions:
  6. Object Object Permission Object Types Fields Field Permission
    preferences__v CRE preferences__v
    • mobile_id__v
    • scheduler_layout__v
    • scheduler_show_weekends__v
    		Edit

Scheduling Calls as

By default, five different calendar views are available to accommodate users’ scheduling needs and preferences.

When a user selects a view from the Sunrise bar (iPad) or the My Schedule tab (Browser, Windows), their preference is automatically saved and that view displays on the next login.

Scheduling behavior and platform availability differ for each view. For more information on the differences between My Schedule views, see the topic for each view:

Defaults for Scheduling Calls

When users create calls in My Schedule, the following default values are automatically set on the new call report:

  • Default duration, based on the default value for the duration__v field on the call2__v object. If a default value is not defined for the duration__v field, the call duration is set to 30 minutes.
  • Default address, based on the TSF address or the primary address for the account
  • If an address is not available for the account on the call, or the default_call_address_none__v Veeva Setting is enabled, a default address is not selected
  • If Call Address Dependency is enabled, the default address is controlled by the default location. Both the default address and location are selected on the new call report according to Call Address Dependency logic.
  • Default territory, based on the territories assigned to the user and the selected account
  • Default location, if Selecting the Call Location is enabled

Viewing Warning Messages

Warnings, for example, call schedule conflicts or attendee warning messages, display in a warning box on the call details popover in My Schedule.

Showing or Hiding Weekends

To customize their view of the My Schedule calendar, users can show or hide weekends.

To show or hide weekends, select the Show Weekend toggle in the My Schedule header.

  • When the Show Weekends toggle is on - Displays weekends and ensures weekends automatically display during the next login
  • When the Show Weekends toggle is off - Hides weekends and ensures weekends remain hidden during the next login

To show or hide weekends:

  1. Select the gear icon in the upper right corner

  2. Select the Show weekend toggle.

    • When the Show Weekend toggle is on - Displays weekends and ensures weekends automatically display during the next login
    • When the Show Weekend toggle is off - Hides weekends and ensures weekends remain hidden during the next login

  3. Select Apply to apply changes to My Schedule (iPad only; changes are applied automatically on Windows).

Related Topics

Scheduling Calls and Activities in Agenda View

Scheduling Calls in Scheduler View