Using the Call Report Page Template

The Call Report page template helps content creators quickly create a MyInsights page that allows end users to view attendee details without leaving the call report. Content creators can customize the page template to include other key information for call reporting using MyInsights Studio.

Only call attendees display. The account associated with the parent call does not display.

See Displaying MyInsights Content on the Call Report to display the page once deployed using MyInsights Studio.

For information on using MyInsights Studio page templates and configuration for content creators to use page templates, see Using Page Templates.

Configuring the Call Report Page Template

To configure this feature for end users:

  1. Ensure MyInsights is configured.
  2. Ensure MyInsights Studio is configured.
  3. Grant the following permissions:

    Object

    OLS

    Record Types

    Field

    FLS

    AccountR

    n/a

    Specialty_1_vod

    		Read
    Call2_vodR

    n/a

    • Call_Date_vod
    • Call_Datetime_vod
    • Account_vod
    • Status_vod
    		Read
    Call2_Key_Message_vodR

    n/a

    • Call2_vod
    • Product_vod
    • Key_Message_vod
    		Read

    HTML_Report_vod

    R

    Call2_vod

    n/a

    n/a

Using the Call Report Page Template

Download the Call Report Page Template.

Before any customization, users can view the most recent call attendee details including:

  • Specialty
  • Last Call Date
  • Last Call Message