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Siebel eInsurance Guide > Call Reports > End-User Procedures >
Managing Call Reports
Managing Call Reports entails adding, modifying, and deleting call reports. After a call report is added, end users can associate it with action items, notes, and attachments.
NOTE: Call report attachments, like the attachments for other activities, are stored in the S_ACTIVITY_ATT table.
To add a call report
- Navigate to the Call Reports screen.
- From the Show drop-down list, select My Call Reports.
- In the More Info form, add a record and complete the necessary fields.
Some fields are described in the following table.
NOTE: In the Call Reports list, the New flag is a calculated field and appears checked for five days after the creation of a call report. Your systems administrator can change this setting.
- In the Call Reports list, drill down on the Description hyperlink to navigate to the Report Detail view.
The Call Report form appears.
- In the Call Report form, enter detailed information about the call. Information you enter here appears in emailed or printed call reports.
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Siebel eInsurance Guide Published: 04 June 2003 |