Viewing Captured Call Signatures
For auditing and regulatory compliance, sample admin users can view electronic signatures captured on the call report from Account records or Rep Roster records. This enables the sample admin to review all call signatures captured, by account or by user, and verify the signatures are genuine and consistent across records.
Validation Disclaimer
This feature is released without validation. Call Sampling requires enablement and does not affect other Vault CRM functionality. Call Sampling features were extensively tested by our QA team during the development and release process and will go through validation at a later date.
Who can use this feature?
- Browser Users
- Users do not require an additional license
- Sample Admin Users
Configuring Viewing Captured Signatures for
Sample Admin Users
To configure this feature:
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Ensure Configuring Call Sampling is complete.
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Navigate to Admin > Users & Groups > Permission Sets.
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Select the appropriate permission set.
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Select the Objects tab.
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Grant the following permissions:
Object Object Permission Object Types Fields Field Permission call2__v CRED All applicable object types - account__v
- call_date__v
- name__v
- ownerid__v
- signature__v
- signature_date__v
Read rep_roster__v R n/a n/a n/a user__sys R n/a n/a n/a -
Grant Execute permission for the view_call_signatures__v action on the account__v object.
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Grant Execute permission for the view_call_signatures__v action on the rep_roster__v object.
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Navigate to Admin > Configuration > Objects > account__v > Object Types.
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Ensure the view_call_signatures__v action is enabled for the appropriate account__v object types.
Using Viewing Captured Signatures as
Sample Admin Users
To view captured electronic signatures for call sampling, select the View Call Signatures action from the All Actions menu on a
Selecting the action from an Account record displays signatures from the account, across users, while selecting the action from the Rep Roster record displays signatures captured by the user, across accounts.
The 50 most recent signatures display in the View Signatures modal. Sample admin users can search by signature date.
Once end users have submitted a call report, they cannot view captured signatures. Only admin users can view captured signatures.
To generate a printable signature list, select Print. The list opens in a new Browser tab.
Select the Print button to open a printable version of the list in the device's native printing dialog.
