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Saving Call Detail Information as a Template

The following procedure describes how to save call detail information as a template.

To save the call detail information as a template

  • On the Call Detail page, click the appropriate button:
    • Save as Private Smart Call. Restricts the template for your use only.
    • Save as Public Smart Call. Adds the template to the list for others to use.

      NOTE: Each time you click the button, the record is saved as a separate smart call. Oracle CRM On Demand remains open on this page.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.