Saving a Call with Samples

Users save call reports to capture information before they are ready to submit the call report. A call changes from a planned call to a saved call when the user records call details and then selects Save. When a call is saved, most of the information on the call is still editable. However, call data associated with samples, signatures, and the date and time of the call become read-only.

Who can use this feature?

  • Browser, iPad, iPhone Users
  • Users do not require an additional license
  • End Users

Configuring Saving a Call with Samples for

Saving a Call with Samples as