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Managing Call Report Templates

You can email call reports. Emailed call reports, like other communications in Siebel applications, use templates to automatically format information in a message sent as an email. When you email a call report, Siebel Finance uses the Call Report Email template to populate the email message.

For more information on configuring communication templates, see Siebel Communications Server Administration Guide.

To view or change the call report email template

  1. Navigate to the Administration - Communications screen > All Templates view.
  2. In the Templates list, query for the template named Call Report Email.
  3. Review or change the call report in the Call Report Email form.

Siebel Finance provides additional syntax for customizing message templates, offering a way to embed multi-value fields within the body of the message templates. As an example of this syntax, examine the template text for the Call Report Email template.

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