Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CallPlanning/Scheduling/ChildCallCycle.htm

## Managing Call Cycles for Child Accounts

To enable users to easily schedule recurring sets of calls against an account-organization (HCP-HCO) combination, rather than just the HCP’s account, users can create and apply call cycles for child accounts. This enables users to save time when scheduling calls for frequently visited child accounts.

For example, an HCP works at a hospital and a private practice. You plan to visit the HCP at the hospital regularly. In Vault CRM, you filter the account list by child accounts, then add the HCP's hospital child account to a weekly call cycle. Recording calls against the hospital child account keeps the calls and account data separate from the data for the HCP's private practice account.

**Who can use this feature?**

* End Users — Browser, iPad, Windows
* [Using Call Cycles for Child Accounts](#Using)
* Users do not require an additional license

### Configuring Call Cycles for Child Accounts for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure the following configuration is complete:
   * [Using Child Accounts in My Schedule](ChildAccts.htm)
   * [Managing Call Cycles](CallCycles.htm)
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant Edit permission to the **child\_account\_\_v** field on the call\_cycle\_entry\_\_v object.
6. Navigate to **Business Admin > Objects > vmobile\_object\_configuration\_\_v**.
7. Ensure the **call\_cycle\_entry\_\_v** VMOC is active, and edit the Where clause to the following: WHERE (account\_\_v != null OR child\_account\_\_v != null)

### Using Call Cycles for Child Accounts as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To create a call cycle with calls against child accounts, drag and drop the child account card onto a call cycle, using the same functionality as [Managing Call Cycles](CallCycles.htm).

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/Child Accts/Copy of ManageChildCycle.PNG)

To add calls to an existing call cycle, select the Copy to Call Cycle option from the Call Cycle menu, then select the appropriate call cycle week.

![](../../../Resources/Images/SchedulingPlanning/CallPlanning/Child Accts/Copy of CopytoCallCycle2.PNG)

When users apply a call cycle with calls against child accounts, child account calls are created.

### Related Topics

[Using Child Accounts in My Schedule](ChildAccts.htm)

[Managing Call Cycles](CallCycles.htm)

[Displaying Office Best Times for Child Accounts](ChildOfficeBestTimes.htm)