Additional Call Reporting Entry Points

The following call reporting entry points require additional configuration:

  • Call Objectives — Users can create a call report from objectives that are not associated with an existing call report, or enter an existing call report from objectives that are already associated with a call report
  • CLM — Users can create a call report from the More Actions button in a CLM presentation
  • Engage Meeting — Engage Meetings can be created from the call report, and ending an Engage Meeting returns the user to the call report that their meeting originated from
  • Medical Inquiries — A medical inquiry created from a call report has a lookup to the call it was created from. Users can access the call report from this lookup.
  • Medical Events — Users can create a new call report from the list of medical events
  • Suggestions — From a Suggestion to schedule a call, users can create a new call report for a future call