Using the More Actions Button

  • Online
  • iPad
  • iPhone
  • Windows

The More Actions button enables a user to initiate common account related actions in follow up to, or as part of a call. With More Actions, users can create a new Medical Inquiry, Order, Inventory Monitoring, or Approved Email directly from the call report.

Ensure initial configuration is complete to use this functionality.

See Call Reporting Platforms for each option's platform availability.

Considerations

In order for an option to display in the More Actions picklist menu, the user must also have Create access for the underlying object as well as access to the object as a related list in the account page layout for the primary account of the call. See the configuration information for the underlying object (Medical Inquiry, Order Management Overview, Inventory Monitoring, or Approved Email) for more information.