Hi there! I understand you're having trouble adding a manager to a call in the Veeva CRM app. To help you effectively, could you please share a bit more detail? For example:

- Are you trying to add the manager while creating the call, or after the call is saved?
- Are you receiving any error messages when attempting to add the manager?
- Do you have the necessary permissions set up to add managers to calls?
- Is this issue happening to just you or other users as well?

This info will help narrow down the cause. Meanwhile, I can guide you with some common troubleshooting steps to address this type of issue:

1. Check User Permissions: Ensure that your user profile has the right permissions to add or modify manager fields on call records. Sometimes insufficient privileges prevent certain actions.

2. Validate Manager Field Configuration: The field used to link the manager to the call must be properly configured and available on the call layout. If it's missing or set to read-only, adding a manager won't be possible.

3. Sync and Network: If you are using Veeva CRM offline or with spotty network, sometimes changes like adding a manager to a call may not sync correctly. Try performing the action while fully online.

4. App Version & Updates: Ensure you are using the latest version of the Veeva CRM app. Older versions may have bugs impacting call reporting or adding related records like managers.

5. Clean Cache or Restart: Sometimes, cached app data can cause issues. Try closing the Veeva app completely and restarting it. If possible, clear the app cache on your device.

If you can share what you've tried so far or any error messages, I can help you with more targeted steps. Let me know!

While adding call unable get find manager to add in call when searching for manager to add

Thanks for the extra detail! If you’re searching for a manager to add to the call and nothing is showing up, here are some focused steps to try:

1. Check Attendee Type Search: When adding attendees or managers to a call in Veeva CRM, you often have separate options to "Add Accounts" or "Add Users." Make sure when searching for a manager, you’re using the correct search category — typically "Add Users" — since managers are users in the system, not accounts1.

2. Verify Manager’s User Record: Ensure the manager you are trying to add exists as a user in Veeva CRM and is active. If their user record is inactive or missing, they won’t appear in search results.

3. Confirm User Permissions: Your user role should have permissions to view and add other user records as call attendees. If permissions are restricted, managers may be hidden from your search.

4. Check Field and Layout Settings: Sometimes, certain user fields or attendee types are controlled by configuration. Confirm with your Veeva admin that the manager field or user attendee is enabled and visible in the call entry screen.

5. Sync and Network: If you are offline or experiencing network issues, the search may not pull full user data. Try while online and force a sync if using an offline mode.

6. Search Criteria: Double-check the spelling and try broad search terms. Sometimes if your search text is too specific or incomplete, no matches will show.

If none of these work, it might be a configuration issue that your system admin needs to investigate further in the backend settings.

Would you be able to check if you see an "Add Users" option when trying to add the manager? That detail can help guide the next steps. Let me know!