Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Suggestions/Managing Suggestions/CompleteOrDismissSuggestions.htm

## Completing or Dismissing Suggestions

Suggestions prompt users to take recommended actions, for example, scheduling a call or sending an email, based on account activity and data. When a suggestion has been addressed, users can mark it as complete to confirm the action was taken. If a suggestion is not relevant because it references an incorrect product, channel, or driver, users can dismiss it instead.

Both actions remove the suggestion from view and generate a Suggestion Feedback record, giving admins visibility into how suggestions are being handled across their organization.

**Who can use this feature?**

* End Users — Browser, iPad
* [Completed or Dismissing a Suggestion](#Completing)
* Users do not require an additional license

### Configuration for

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

To configure this feature:

1. Ensure [Configuring Accounts](../../Accounts/AcctConfig.htm) and [Configuring Suggestions](../Config/SuggestionsConfig.htm)  are complete.
2. Navigate to **Admin > Users and Groups > Permission** sets.
3. Select the appropriate permission set for the appropriate user profile.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Type | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | suggestion\_\_v | RE | All applicable object types | display\_dismiss\_\_v | Read |
   | suggestion\_feedback\_\_v | CRE | dismiss\_\_v | none | none |

#### Defining the Dismissal Feedback Questions

When a user dismisses a suggestion, feedback dialog can display up to four questions to capture the reason for the dismissal.

Admins can customize these questions by updating the field labels on the suggestion\_feedback\_\_v object. Questions are limited to 40 characters and Yes/No answer types.

#### Suggestion Feedback Records

When a user acts on a suggestion by executing it, marking it as complete, or dismissing it, a suggestion feedback record is created. This record includes the following information:

* **Created Date** - When the user acted on the suggestion
* **Created By** - Who acted on the suggestion
* **Suggestion** - Relationship with the parent suggestion record
* **Record Type** - Tracks the User Suggestion action:
* **activity\_execution\_\_v** - The user acted on the suggestion, e.g., scheduling a call and creating a call objective
* **dismiss\_\_v** - The user dismissed the suggestion, e.g. the user selected the x icon
* **mark\_as\_complete\_\_v** - The user marked the suggestion as completed, e.g. the user selected the check mark icon
* **Activity Execution Type** - The channel associated with the suggestion, e.g. Call, Call Objective, Email, WeChat, or WeChat Content
* **Lookups to related objects:**
* **Call -** If a call is executed and created from the suggestion
* **Call Objective** - If a call objective is executed and created from the suggestion
* **Sent Email** - If an email is executed and sent from the suggestion

### Completing or Dismissing a Suggestion as

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

When a user completes or dismisses a suggestion associated at the account level, the suggestion is removed from view for all users who have access to the account's suggestions when the [public model](../Config/SuggestionsConfig.htm#Implementations) is used. If a suggestion is associated at both the account and user level, only the user who owns the suggestion is affected.

#### Marking a Suggestion as Complete

Select the **Mark As Complete** button or execute the associated action, for example, schedule call or create call objective, to complete the suggestion. When completed, the suggestion is removed from the Suggestions tab and a Suggestion Feedback record is created. Admins can use this record to confirm whether the user took the suggested action.

#### Dismissing a Suggestion

Select the **Dismiss** button to dismiss an irrelevant suggestion. Depending on the user's permissions on the suggestion\_feedback\_\_v object, a feedback modal displays before the suggestion is dismissed.

* If the user has permission to at least one of the following fields on the suggestion\_feedback\_\_v object, a feedback modal displays allowing the user to select a reason for dismissing the suggestion

* dismissfeedback1\_\_v
* dismissfeedback2\_\_v
* dismissfeedback3\_\_v
* dismissfeedback4\_\_v

* If the user does not have permission to at least one of these fields, a dismissal confirmation dialog displays

When a suggestion is dismissed, it is removed from the Suggestions tab and a Suggestion Feedback record is created, allowing admins to view the reason the user dismissed the suggestion.

![](../../../Resources/Images/CompletingDismissingSuggestion.png)

### Related Topics

[Suggestion Surveys](SuggestionSurveys.htm)

[Suggestions Overview](../SuggestionsOverview.htm)