Selecting a Call Address
- Browser
- CRM Desktop (Windows)
- iPad
- iPhone
Users select the call address from a picklist. Selecting the call address enables users to accurately record where a call took place, which is an essential part of recording call activity. Additionally, address information is often needed for auditing and regulation purposes.
For example, Sarah Jones creates a call for Dr. Ackerman. She selects the call address from the picklist to record where the call took place.
Ensure initial configuration is complete to use this functionality.
