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

## Scheduling Calls in Month View

For users who prefer to plan for several weeks at a time, My Schedule’s Month View enables efficient call planning on a monthly basis.

**Who can use this feature?**

* End Users — Browser, Windows
* [Scheduling Calls in Month View](#Scheduli)
* Users do not require an additional license

### Configuring Month View for

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

To configure this feature, ensure [[Configuring Call Planning](../../CPConfig.htm)](../../CPConfig.htm) is complete.

### Scheduling Calls in Month View as

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

In My Schedule's Month View, users can view and schedule calls on a monthly basis.

Browser
Windows

To schedule a call on the Browser platform:

1. Select the appropriate day.

   ![](../../../../Resources/Images/SchedulingPlanning/CallPlanning/Copy of MonthView2.png)
2. Select **Add Call**.
3. Search for and select the appropriate account from the account search modal.

   ![](../../../../Resources/Images/SchedulingPlanning/CallPlanning/Copy of MonthView3.png)
4. Select **Save** to create the call report.

Alternatively, drag an account from the Scheduler pane to the appropriate day on the calendar. The call is scheduled for the first available time slot in the day, starting at 8 AM.

To schedule a call on the Windows platform, drag an account from the Scheduler pane to the appropriate day on the calendar. The call is scheduled for the first available time slot in the day, starting at 8 AM.

![](../../../../Resources/Images/SchedulingPlanning/CallPlanning/Windows/WindowsMonthView.png)

### Related Topics

[Scheduling Calls and Activities in Agenda View](Agenda.htm)

[Scheduling Calls in Week View](Week.htm)

[Scheduling Calls in Scheduler View](Scheduler.htm)