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Administering Oracle CRM On Demand > Life Sciences Management > Managing Smart Calls
Managing Smart Calls
You can manage smart calls if your user role has the appropriate access level for the Smart Call record type (either Default or Owner access). You can review, edit, and update the details and line items attached to a smart call from the Manage Smart Call Templates page. After editing, the revised smart call template can be applied as required, and saved as either a public or private template.
Restrictions That Apply to Smart Calls
If you are using smart calls, be aware of the following restrictions:
- Oracle CRM On Demand does not support product allocation filtering for smart calls. If you enable allocation filtering using the Select Enable Filtering of Product Selection by Sales Rep Allocation setting, then allocation filtering rules are not respected for any saved smart call templates. If sales representatives use these templates, then they are not limited to accessing only their allocated products when they use the call related information sections, such as Products Detailed, Promotional Items Dropped, or Samples Dropped.
- Smart calls do not support sample allocation filtering for the Samples Dropped related information section in a Call Detail page. For example, the product selector for Samples Dropped displays only the products that are allocated to the user that are of type Sample and the allocation type of Sample Allocation. However, when this call information is saved as a smart call template, the product selector for Samples Dropped displays all products of type Sample and Promotional Item, and the allocation type of Sample Allocation and Promotional Item Allocation.
- On a Smart Call Detail page, you cannot edit an existing Products Detailed record using the Product link in the Products Detailed Related Information section because clicking the Product link for inline editing results in an exception. To edit an existing Products Detailed record from a Smart Call Detail page, click the Edit button for the record instead of using the Product link for the record.
- The product-blocking rules do not apply to smart call templates. For more information, see About Product Blocking and Smart Call Templates.
NOTE: You cannot duplicate smart call templates. Each smart call template must be unique.
To manage smart calls
- In the upper right corner of any page, click the Admin global link.
- Click the Smart Call Management link.
- On the Manage Smart Call Templates page:
- To review the smart call, click the link in the Subject column.
- To delete the smart call, click Delete in the appropriate row.
- To edit the details of a smart call, click Edit in the appropriate row.
For information about the fields on the Call Edit page, see Tracking Visits (Sales Calls) to Customers.
- To edit a smart call line item, click the link in the Subject column, go to the appropriate section on the Smart Call Detail page, then click Edit next to the appropriate line item.
- To delete a smart call line item, click the link in the Subject column, go to the appropriate section on the Smart Call Detail page, then click Delete next to the appropriate line item.
- To add a new line item to the smart call, click the link in the Subject column.
For more information about adding line items to a smart call, see the tasks that follow.
- Revised smart call templates can be applied in the normal way and saved as either public or private templates, as described in the following tasks in Tracking Visits (Sales Calls) to Customers:
- To track a visit (sales call) to a customer
- To save the call information as a template
- On the Manage Smart Call Templates page, click the Menu button.
The following table describes the tasks that you can perform from the Menu button on the Manage Smart Calls Templates Page.
To do this
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Follow these steps
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Batch Assign Book
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On the Manage Smart Call Templates title bar, click Menu, and select Batch Assign Book. Complete the steps described in Assigning Records to Books.
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Refine List
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On the Manage Smart Call Templates title bar, click Menu, and select Refine List. Complete the steps described in Creating and Refining Lists.
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Save List
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On the Manage Smart Call Templates title bar, click Menu, and select Save List.
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Show List Filter
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On the Manage Smart Call Templates title bar, click Menu, and select Show List Filter. Complete the steps described in View List Page.
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Manage Lists
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On the Manage Smart Call Templates title bar, click Menu, and select Manage Lists. Complete the steps for your required task described in Manage Lists Page.
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Create New Lists
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On the Manage Smart Call Templates title bar, click Menu, and select Create New Lists. Complete the steps described in Creating and Refining Lists.
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The following procedure describes how to link product detailed information to a smart call record.
To link product detailed information to a smart call record
- On the Smart Call Detail page, scroll down to the Products Detailed section, and click New.
NOTE: If the Products Detailed section is not visible on the Smart Call Detail page, click the Edit Layout link in the upper-right corner of the page, and add the Products Detailed section to your page layout. If the section is not available to add to your page layout, contact your company administrator.
- On the Product Detailed Edit page, enter the required information.
For more information about the fields on the Product Detailed Edit page, see the following task in Tracking Visits (Sales Calls) to Customers: To link product detailed information to a call record.
- Save the record.
Repeat these steps, as required, to add more Product Detailed line items to the smart call record.
The following procedure describes how to link samples dropped information to a smart call record.
To link samples dropped information to a smart call record
- On the Smart Call Detail page, scroll down to the Samples Dropped section and click New.
NOTE: If the Samples Dropped section is not visible on the Smart Call Detail page, click the Edit Layout link in the upper-right corner of the page, and add the Samples Dropped section to your page layout. If the section is not available to add to your page layout, contact your company administrator.
- On the Samples Dropped Edit page, enter the required information.
For more information about the fields on the Samples Dropped Edit page, see the following task in Tracking Visits (Sales Calls) to Customers: To link samples dropped information to a call record.
- Save the record.
Repeat these steps, as required, to add more Samples Dropped line items to the smart call record. For additional information on samples dropped, see Dropping Samples During a Sales Call.
The following procedure describes how to link promotional items, educational items, or other marketing items to a smart call record.
To link promotional items, educational items, or other marketing items to a smart call record
- On the Smart Call Detail page, scroll down to the Promotional Items section, and click New.
NOTE: If the Promotional Items section is not visible on the Smart Call Detail page, click the Edit Layout link in the upper-right corner of the page, and add the Promotional Items section to your page layout. If the section is not available to add to your page layout, contact your company administrator.
- On the Promotional Item Dropped Edit page, enter the required information.
For more information about the fields on the Promotional Item Dropped Edit page, see the following task in Tracking Visits (Sales Calls) to Customers: To link promotional items, educational items, or other marketing items to a call record.
- Save the record.
Repeat these steps, as required, to add more Promotional Items line items to the smart call record.
The following procedure describes how to link book information to a smart call record.
To link book information to a smart call record
- On the Smart Call Detail page, scroll down to the Books section, and click New.
NOTE: If the Books section is not visible on the Smart Call Detail page, click the Edit Layout link in the upper-right corner of the page, and add the Books section to your page layout. If the section is not available to add to your page layout, contact your company administrator.
- On the Books page, enter the required information.
For more information about the fields on the Books Edit page, see Book Fields.
- Save the record.
Repeat these steps, as required, to add more Book line items to the smart call record.
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