Call Reporting Entry Points

There are multiple ways to create a call report. Some of these entry points are enabled by default, while some require module-specific configuration.

Default Entry Points

The following call reporting entry points do not require additional configuration:

  • Using the Account Details Screen— On the Account Detail page, users can select the Record a Call button to create a new call report. This entry point is available if the user is permitted to create calls for the account.
  • Account Hierarchies — Users can create a new call report by selecting an account from the account hierarchy, selecting the More Actions button from the account tile, and then selecting Record a Call from the More Actions menu. iPad users can also create a new call report from the Record a Call button in the upper right of the screen.
  • Using Addresses in Accounts — Selecting the Record a Call button creates a new call report with the current address defaulted as the call address
  • Call (online only) — Users can create a new call report from the call page, if they have already selected an account or medical inquiry to record the call against
  • My Accounts — On the My Accounts page, users can create a new call report by selecting the Record a Call button from an account tile
  • My Schedule Overview — Depending on the schedule view and feature configuration, users can schedule calls or create new calls in several ways — for example, single call creation, advanced filtering, and drag and drop
  • Sphere of Influence — From the Sphere of Influence, users can create a new call report against an account by selecting More Actions from the account tile, and then selecting Record a Call from the More Actions menu. iPad users can also create a new call report from the Record a Call button in the upper right of the screen.

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