To configure this feature, ensure Configuring Call Reporting is complete.

The 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, the information on the call is still editable, with the exception of sample or signature data. Once a sample or signature is added to a saved call, any call data associated with samples or signatures becomes read-only. This includes the date, time, location, attendees, signer, and business account.

The call report is automatically saved in the background under certain conditions—for example, if a user schedules an Engage meeting, requests an HCP signature, launches CLM, or navigates between attendee details on a call with Unique Activities enabled. Any unsaved call report data may be lost if the Vault CRM app is upgraded or closed when an unsaved call report is open.