Working with Call Reports

This chapter provides an overview of call reports in PeopleSoft CRM and discusses how to:

Add call reports.
Add related objects to the call report.

Understanding Call Reports

Sales call reports document a contact event such as a meeting, demonstration, or phone call. They are always produced after the event and are follow-up memos documenting the attendees, what took place during the event, and any follow-up tasks.

You can view or add call reports directly to a company, consumer, contact, lead, opportunity, or task from the Call Reports tab on these components. When you add a call report to a lead, opportunity, or task, the call report is linked to the customer for the lead, opportunity, or task.

You can view call reports for a customer or contact from the Call Reports tab on the Customer 360-Degree View page or access call reports directly from the left hand navigation. If you have licensed PeopleSoft CRM Portal Pack, you can view your own call reports in the My Call Reports pagelet that you can add to your home page by using the Personalize link.

Working with Call Reports

This section lists the pages used to access call reports and discusses how to add call reports.

Pages Used to Work with Call Reports

Page Name	Object Name	Navigation	Usage
Call Report Details	RD_CALL_REPORT	Click My Contacts. Select a contact. Then select Add Call Report for Contact(s) in the Action field and click Go. Sales, Add Call Report Sales, Search Call Reports	Add, search, or update a call report. Note. You can also navigate to the Call Report Details page from the Call Reports page in the Company, Person, Partner Company, Lead, or Opportunity components.
Company - Call Reports Partner Company - Call Reports	RD_CALLRPT_LST_TXN	Customers CRM, Search Company, Company Select the Call Reports tab. Partners CRM, Search Partner Company, Partner Company Select the Call Reports tab.	View a list of call reports for a company or partner company.
Person - Call Reports	RD_PRSN_CALL_RPTS	Customers CRM, Search Person, Person, Call Reports	View a list of call reports for a consumer or contact.
Lead - Call Reports Opportunity - Call Reports	RSF_CALL_RPTS	Sales, Search Leads, Leads Select the Call Reports tab. Sales, Search Opportunity, Opportunity Select the Call Reports tab. Partners CRM, Search Partner Company, Partner Company Select the Call Reports tab.	View or add call reports on a lead or opportunity.
Related Objects for the Call Report	RD_CALLRPT_TXNS	Click the View or Link Related Objects link in the General Information section on the Call Report page or on the Call Report Details page.	View a list of related objects (companies, leads, opportunities, and partner companies) for the call report or add a related object to the call report.

Adding Call Reports

Access the Call Report page.

General Information

Enter information that describes the event.

Event Type	Select one of these values: Face to Face Meeting, Telephone, or Other.
View or Link Related Objects	Click to access the Related Objects for the Call Report page where you can view or add related companies, leads, opportunities, and partner companies.

Add a Note and Notes Summary

Enter notes and attachments that relate to the event.

See Working with Notes and Attachments.

Contacts

View the list of contacts that attended the event and designate the primary contact.

Email Call Report

Select one or more contacts and then click this button to email the call report to the selected contacts.

Note. You must save a call report before you can email it.

Follow Up Tasks

View the list of tasks associated with the event. When you create a follow up task for a call report, its contacts are assigned as the contacts for the task by default.

Add Follow-Up Task

Click to access the Task Details page.

See Working with Tasks.

Adding Related Objects to the Call Report

Access the Call Report Details - Related Objects for the Call Report page.

Select a related object; either Company, Lead, Opportunity, or Partner. The field to the right changes based on your selection. Select the related object. Click the Add Related Object button.

Click the Return to Call Report Details link to go back to the Call Report Details page.