Displaying the Call Objectives Component
The Call Objectives component displays a count of all objectives that passed their alert threshold. Selecting this component displays the list of current Call Objectives. Users can create a call report directly from the list of Call Objectives.
Who can use this feature?
- End Users (iPad, iPhone)
- Display the Call Objectives component
- Users do not require an additional license
Configuring the Call Objectives Component for
End Users
To configure this feature:
- Ensure Configuring Call Objectives is complete.
- Ensure Vault CRM Mobile Application Home Page is configured.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Navigate to Objects > VMobile Home Page Layout (vmobile_home_page_layout__v).
- Grant users View permission to the home_page_call_objectives_section__v object control.
- Navigate to Admin > Configuration > Objects > VMobile Home Page Layout (vmobile_home_page_layout__v) > Layouts.
- Place the home_page_call_objectives_section__v section control on the appropriate vmobile_home_page_layout__v layout.
- Navigate to Business Admin > Objects > Veeva Settings (veeva_setting__v).
- Select the ENABLE_OFFLINE_CALL_OBJECTIVES (enable_offline_call_objectives__v) Veeva Setting check box.
Admins can manage the title of the Call Objectives component using the CALL_OBJECTIVES;;CallObjectives Veeva Message.
Displaying the Call Objectives Component as
End Users
When end users view the home page in Vault CRM, the Call Objectives component displays.
