3608247 - How to Remove Surveys from a Visit

When a survey is added to a Visit via the General tab under the Objectives section, there is no visible option to remove or delete the survey.

• SAP Sales and Service Cloud Version 2
• SAP Sales Cloud Version 2

1. Go to the Menu
2. Navigate to the Visit work center.
3. Open any visit in detailed view.
4. In the right-hand panel, under the General tab, scroll to the Objectives section.
5. Add a Survey.
6. Observe that there is no option to remove or delete the survey once it has been added.

The delete/remove option is not available in the Objectives section under the General tab. This is by design.

To remove an added survey from a Visit:

1. Go to the Menu.
2. Click on Visit work center.
3. Open any Visit in detailed view.
4. Navigate to the Objectives tab (next to the General tab).
5. Click on the Objectives icon to switch to a detailed list view.
6. In this view, all added surveys will be listed.
7. Click the three dots (More Options) next to the survey you want to remove.
8. Select Delete to remove the survey from the Visit.

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SAP Sales Cloud and SAP Service Cloud Version 2 all versions ; SAP Service Cloud Version 2 all versions