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Siebel Healthcare Guide > Call Reports > Activating the New Call Report WorkflowWhen activated, the New Call Report Workflow allows end users to create call report records automatically from the Contacts, Companies, Activities, and Opportunities screens. After the administrator activates the New Call Report Workflow, end users will see the New Call Report icon in the upper-left corner of those screens. To activate the New Call Report Workflow
To use the New Call Report feature once activated, end users can do one of the following:
NOTE: The New Call Report Workflow uses the Data Transfer Utility business service to transfer fields from one view to another. To modify the New Call Report Workflow so that it is available from more screens or to populate more fields when moving from one screen to the next, see Siebel Finance Guide for details on the Data Transfer Utilities business service. The current Data Map Objects used for the New Call Report in the Data Transfer Utility business service include: New Call Report - Account, New Call Report - Activity, New Call Report - Contact, and New Call Report - Opportunity. |
Siebel Healthcare Guide |