Bookshelf Home | Contents | Index | Search | PDF |
Siebel eFinance Guide > Call Reports > End-User Procedures >
Associating Action Items, Notes, and Attachments
After an end user has added a call report, they can associate it with action items, notes, and attachments.
To associate action items, notes, and attachments
- Navigate to the Call Reports screen.
- From the Show drop-down list, select My Call Reports.
- In the Call Reports list, select a call report.
- Click the Report Detail view tab.
- In the Employee Participants and Contact Participants lists, add a new record as appropriate to capture report detail information.
- To add notes or action items to the call report, click the appropriate button in the Call Report form:
- To attach external documents to a call report, click the Attachments view tab.
- In the appropriate list, add a record and complete the necessary fields.
Bookshelf Home | Contents | Index | Search | PDF |
Siebel eFinance Guide Published: 20 October 2003 |