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Siebel Insurance Guide > Managing Call Reports > About Managing Call ReportsCall reports are records of meetings and other conversations with clients, organizations, and individuals. Call reports are often required of employees because they:
Administrators use these procedures to view a chart of call reports and manage call report templates. End users use the Call Reports screen to add a new call report, create a call report distribution list, designate a report as private, and email or print call reports. Siebel Insurance can provide notification of new call reports to designated individuals. For more information, see Siebel Business Process Framework: Workflow Guide. You can generate reports that are specific to Siebel Insurance. While you are in a view, click Reports in the toolbar to see a list of the available preconfigured reports for the data in that view. From the list you can access individual reports. For more information about reports, including how to customize, enhance, and create Siebel reports, see Siebel Reports Guide. |
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