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Siebel Finance Guide > Managing Call Reports > About Managing Call ReportsCall reports are records of meetings and other conversations with clients, organizations, and individuals. Call reports are often required of employees because they:
Administrators use these procedures to view a chart of call reports and 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 Finance can provide notification of new call reports to designated individuals. For more information, see Siebel Business Process Designer Administration Guide. |
Siebel Finance Guide |