Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CyclePlans/ClassicCP/Executing/BookmarkCCP.htm

## Bookmarking Classic Cycle Plan Filters

To easily schedule calls for frequently accessed accounts, users can save sorting conditions, display attributes, and sets of filter criteria to a bookmark in My Schedule. Users often need to schedule calls against a predefined list of accounts or against a subset of target accounts in a plan. Bookmarks enable users to easily apply these saved sets of criteria, attributes, and conditions to cycle plan account lists, for more convenient and efficient call planning.

**Who can use this feature?**

* End Users — Browser, iPad
* [Using Classic Cycle Plan Bookmarks](#Using)
* Users do not require an additional license

### Configuring Classic Cycle Plan Bookmarks for

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

To configure this feature:

1. Ensure the following are complete:

* [Configuring Classic Cycle Plans](../ClassicCyclePlanConfig.htm)
* [Bookmarking Filters in My Schedule](../../../CallPlanning/Scheduling/FilterBookmarks.htm)
* At least one cycle plan exists for the user’s territory, or the user is the owner of a cycle plan

2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | bookmark\_\_v | CRED | cycle\_plan\_schedule\_\_v | * display\_configuration\_\_v * filter\_criteria\_\_v * name\_\_v * object\_type\_\_v * ownerid\_\_v * sort\_definition\_\_v | Edit |
   | preferences\_\_v\* | CRE | n/a | last\_list\_scheduler\_bookmark\_\_v\* | Edit |

   \*Granting permission to the preferences\_\_v object and the last\_list\_scheduler\_bookmark\_\_v field is optional. These permissions enable retaining last-used bookmarks for the end user, across platforms and devices.

#### Additional Configuration for iPad Users

To configure this feature for iPad users, complete the following additional configuration:

1. Navigate to **Business Admin > Objects > veeva\_settings\_\_v**.
2. Select the checkbox for the **enable\_adv\_cycplan\_scheduling\_\_v** Veeva Setting.

### Using Classic Cycle Plan Bookmarks as

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

Bookmarks enable users to quickly apply frequently used filter criteria, display-by attributes, and sort conditions. Browser users can create, apply, edit, view, and delete cycle plan bookmarks. iPad users can view and apply cycle plan bookmarks.

Bookmarks can be created and used either at the account level, or the cycle plan level. When a cycle plan view is selected, any bookmarks created from the view are considered cycle plan bookmarks. Users can only access cycle plan bookmarks when a cycle plan view is selected. When an account view or list is selected, only account bookmarks are available. For information on account bookmarks, see [Bookmarking Filters in My Schedule](../../../CallPlanning/Scheduling/FilterBookmarks.htm).

Browser
iPad

To create a bookmark:

1. Select a **cycle plan** from the Account Views and Lists menu.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/DisplayBy1Cropped.png)
2. Apply the appropriate **display-by**, **filter**, and **sort** conditions.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Bookmark2Cropped.png)
3. Select the **bookmark icon** from the Scheduler pane.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Bookmark3Cropped.png)
4. Select **Save as New Bookmark**.
5. Enter a **Bookmark Name**.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Bookmark4.png)
6. Select **Save**.

#### Viewing and Applying Bookmarks

To apply an existing bookmark:

1. Select the **bookmark icon** from the scheduler pane.
2. Select the appropriate **bookmark**. The conditions saved to the bookmark are applied.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Bookmark5Cropped.png)

If users edit display-by, filter, or sort conditions while a bookmark is applied, a red indicator displays on the bookmark icon to indicate the applied conditions differ from the conditions saved to the selected bookmark. In addition, an indicator displays in the bookmarks menu.

![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of EditedBookmark2.png)

#### Updating Bookmarks

To update the currently applied bookmark:

1. Select the **bookmark icon** from the Scheduler pane.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of EditedBookmark2.png)
2. Select the **All Actions** icon for the applied bookmark.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of EditedBookmark3.png)
3. Select **Update**. The Update option only displays for the currently applied bookmark.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of EditedBookmark4.png)
4. Edit the **Bookmark Name**, if desired.
5. Select **Update**. The bookmark is updated with the conditions currently applied to the account list.

#### Deleting Bookmarks

To delete a bookmark:

1. Select the **bookmark icon** from the scheduler pane.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Delete1.png)
2. Select the **All Actions** icon for a bookmark.

   ![](../../../../Resources/Images/Classic Cycle Plans/Execute/AdvSchedule/Copy of Delete2.png)
3. Select **Delete** from the All Actions menu and confirm the deletion.

To view and apply bookmarks:

1. Select the appropriate **cycle plan** from the Account Views and Lists menu.

   ![](../../../../Resources/Images/SchedulingPlanning/CyclePlans/ClassicCyclePlans/Bookmarks/CPBookmarks1.PNG)
2. Select the **filter icon**.

   ![](../../../../Resources/Images/SchedulingPlanning/CyclePlans/ClassicCyclePlans/Bookmarks/CPBookmarks2.PNG)
3. Select the **Name** picklist under the Saved Filter heading.

   ![](../../../../Resources/Images/SchedulingPlanning/CyclePlans/ClassicCyclePlans/Bookmarks/CPBookmarks3.PNG)
4. Select the appropriate **bookmark**.

   ![](../../../../Resources/Images/SchedulingPlanning/CyclePlans/ClassicCyclePlans/Bookmarks/CPBookmarks4.PNG)
5. Select **Apply**.

   ![](../../../../Resources/Images/SchedulingPlanning/CyclePlans/ClassicCyclePlans/Bookmarks/CPBookmarks5.PNG)

### Related Topics

[Bookmarking Filters in My Schedule](../../../CallPlanning/Scheduling/FilterBookmarks.htm)

[Enabling Advanced Cycle Plan Scheduling](AdvScheduling.htm)

[Using Classic Cycle Plans in My Schedule](UsingCCPSchedule.htm)