Viewing External Calendars in My Schedule

  • iPad

To avoid scheduling conflicts, users can view entries from their external iPad calendars in My Schedule. When external calendars are enabled, users can choose to display entries from any calendars in their iPad calendar application.

For example, Sarah Jones captures personal appointments on her Personal calendar in the iPad calendar application. In My Schedule, she adds the Personal calendar to display those entries in addition to her calls and activities. When planning her calls for the upcoming week, Sarah can easily see she has a dentist appointment on Tuesday and she avoids scheduling calls during the appointment.

This feature does not enable integration with Microsoft Outlook calendars. For information on integrating My Schedule with Microsoft Outlook calendars, see CRM Outlook Integration Powered by Riva Engine.

Configuring External Calendars

Ensure initial configuration is complete before enabling this functionality.

To configure external calendars, select the ENABLE_EXTERNAL_CALENDARS_vod Veeva Setting check box.

Enabling Calendar Access

When external calendars are first enabled for a user, they are prompted to allow Veeva CRM to access their iPad calendars. Users must select OK to enable external calendars in My Schedule.

If users select Don’t Allow, they can still enable calendar access later from the iPad Settings app:

  1. Open the Settings app on the iPad.
  2. Select the Privacy tab in the left-hand navigation pane.
  3. Select Calendars.
  4. Toggle the Veeva CRM button on.

Using External Calendars

To display external calendar events in My Schedule:

  1. Select the Options icon.

  2. Select the External Calendars row.
  3. Select a calendar to display in the My Schedule calendar.

  4. Select Options to return to the main menu.
  5. Select Apply to add the external calendar to My Schedule.

External calendar entries display with a colored outline to differentiate them from calls and activities created in My Schedule.

To view entry details, select the entry. To open the entry in the external calendar, select the View button from the popover displaying entry details.