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

## Scheduling Calls in Scheduler View

For users who prefer to schedule calls by day, or who [capture the Call Date](../../../Call_Reporting_2/Executing/PopulateHeader/DateOnly.htm) instead of call datetime, Scheduler View enables users to quickly schedule calls for multiple accounts without selecting a specific time. Users block out account visits by day, instead of selecting a specific time to visit an account. Only calls and call warning display in the Scheduler view; other entry types do not display. This is helpful in cases where date is more important than time, or when users want to focus solely on calls and accounts.

**Who can use this feature?**

* End Users — iPad, Windows
* [Using Scheduler View](#Using)
* Users do not require an additional license

### Configuring Scheduler 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.

### Using Scheduler View as

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

To schedule a call in Scheduler View, select the block for the appropriate account and day. A call report is automatically created for the account and day, with a default time of 8 AM. Only calls and call warnings display in Scheduler View; time off territory and other appointments do not display.

![](../../../../Resources/Images/SchedulingPlanning/CallPlanning/Copy (2) of Scheduler1.PNG)

Users can search and filter accounts from the accounts panel on the left side of the screen, or the Accounts list (see [Viewing and Searching Accounts in My Schedule](../Viewing.htm) for more information).

Dependent picklists are not supported in the Call Scheduler filter.

In Scheduler View, users can choose to view one week or two weeks at a time. To change the view:

1. Select the **gear icon**.
2. Select the appropriate option under **Scheduler Grid**.

   ![](../../../../Resources/Images/SchedulingPlanning/CallPlanning/Copy (1) of Scheduler2.PNG)
3. Select **Apply** (iPad only; changes are applied automatically on Windows).

### Related Topics

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

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

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