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Call reports are records of meetings and other conversations with clients, organizations, and individuals. Call reports are often required of employees for the following reasons:
- Call reports are a means for new relationship managers to learn about the client and its history with the organization.
- Call reports allow senior managers and product specialists associated with a certain client to keep up with the developments in the client relationship, even if they do not meet with the client on a regular basis.
- Call reports provide a record of important and informal agreements. In the event that a failed financing transaction results in legal proceedings, these reports are an important component of the legal process.
- Call reports are used in the commercial banking industry as evidence that the banker is monitoring the risk of the credit.
Using the procedures given in this chapter, you will be able to perform the administrator tasks of viewing a chart of call reports and how to manage call report templates. End users use the Call Reports screen to add a new call report, create a call report distribution list, designate a report as private, and email or print call reports.
Siebel eFinance can provide notification of new call reports to designated individuals. For more information, see Siebel Business Process Designer Administration Guide for Financial Services.
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Siebel eFinance Guide Published: 20 October 2003 |