Supported Call Report Functionality on CRM Desktop (Windows)
Users can create and edit high performance call reports on the CRM Desktop (Windows) platform using a dedicated desktop client.
Default Functionality
Populating the Call Header
Capturing Call Activities
- Adding Call Attendees
- Detailing Products on the Call Report
- Capturing Product Discussions on the Call Report
- Using Key Messages on the Call Report
Adding Post Call Information
Submitting a Call
Advanced Functionality
Populating the Call Header
- Auto-Populating the Call Channel
- Restricting Call Channels
- Selecting Call Report Record Types
- Defining a Default Call Record Type
- Selecting the Call Location
- Call Address Dependency
- Maintaining Separate Call and Signature Datetimes
- Capturing the Call Date Only
- User Lookups
Capturing Call Activities
- Call Reporting with Child Accounts
- Call Reporting with Events
- Displaying Additional Information on the Call Report
- Capturing Unique Information on Group Call Attendees
- Capturing Information on Other Attendees
- Using Call Objectives
- CLM Objectives
- Complete Call Objectives on a Call
- Default-On Objectives
- Displaying Call Objective Messages
- One-Click Objectives
- Recurring Call Objectives
- Attendees section signals:
- --ao (Attendees Optional)
- --atf (Attendee Target Filter)
- --ns (No Samples)
- --paa (Person Account Attendees)
- --su (Search Users)
- Product detailing section signals:
- --rd(Require Details)
- --sd (Sign for Details)
- Displaying Product Priority
- Detailing Priority on the MCCP Target
- Customizing Product Discussions on the Call Report
- Targeting Key Messages to Accounts
- --ded (Disable eDetail Delete) section signal for CLM Key Messages
- Capturing Signatures for Calls Without Samples
- Swapping the Signee
- Stamping the Signature Location on the Call Report
- Modifying the Signature Disclaimer
- Displaying a Marketing Banner
- Viewing Survey Targets on the Call Report
- Using Pre-Call Notes and Next Call Notes
Call Sampling
Recording Sample Disbursements
- Creating Sample Requests/BRCs
- Displaying Sample Warning Indicators
- Displaying the Negative Sample Warning Indicator
- Saving a Call with Samples
- Selecting Products
- Selecting Sample Recipients on Group Calls
- Shipping Sample Requests (BRCs) to Business Locations
- Viewing Sample Limits on the Call Report
- Call Sampling section signals:
- --gp (Group Picklists)
- --nas (No Alternative Samples)
- --nb (No BRC)
- --nhvp (No High Value Promo Items)
- --no (No Other Products)
- --np (No Promo Items)
- Sampling Non-PDMA Regulated Products
- Sampling without License Restrictions
- --nslns (No Sample License No Signature)
- --ns (No Samples)
Sampling with Specific Regulatory Requirements
- Capturing a One-Time Sample Drop
- Sampling Non-PDMA Regulated Products
- Sampling with Mid-level Practitioners
- Sampling without License Restrictions
- Supporting State Distributor License Validation
Controlled Substance Sampling
- Enabling Controlled Substance Sampling
- Capturing and Validating CDS License Information
- Restricting Controlled Substance Delivery by State
Capturing Signatures for Sampling
- Capturing Electronic Signatures for Sampling
- Requiring Sample Opt-In
- Paper-Based Sampling
- Validating Samples on Signature Capture
Submitting a Call with Samples
- Creating Sample Transactions on Save
- Creating Sample Transactions on Sign Save
- Submitting a Call with Samples
