Selecting a Call Address
Users select the call address from a picklist. Selecting the call address enables users to accurately record where a call took place, which is an essential part of recording call activity. Additionally, address information is often needed for auditing and regulation.
Who can use this feature?
- Browser, iPad, iPhone, Windows Users
- Users do not require an additional license
- End Users
Configuring Selecting a Call Address for
End Users
To configure this feature, ensure Configuring Call Reporting is complete.
Using Selecting a Call Address as
End Users
To select a call address:
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Navigate to the Call record.
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Select the address where the call took place from the address__v picklist.
Addresses display in the picklist in the same order as they display in the address related list for the account.
