Siebel eInsurance Guide > Call Reports > End-User Procedures >

Creating a Distribution List

A distribution list is the list of contacts who need to know what is happening with a particular client. Usually, it is the coverage team for the client, plus any additional employee participants. The application automatically places the call report creator and each employee participant on the distribution list. For other employees, such as the coverage team, to receive a call report, end users must manually add them to the distribution list.

When end users use the call report Email Report feature, the distribution list controls who receives the report. The call report Print Report function and the Send Email function, both available through the application-level File menu (F9), are not affected by the distribution list.

To create a distribution list

  1. Navigate to the Call Reports screen.
  2. From the Show drop-down list, select My Call Reports.
  3. In the Call Reports list, select the call report for which you want to create a distribution list.
  4. In the Distribution field, click the select button.
  5. In the Employees dialog box, click New.
  6. In the Add Positions dialog box, select one or more employees to add to the distribution list and click OK.

    7. The Employees dialog box reappears with the selected name or names added to the distribution list.

  7. Click OK.

 Siebel eInsurance Guide 
 Published: 04 June 2003