Recording a Call from an Event
Events Management end users frequently host small-scale events at specific accounts, for example, healthcare organizations. During these events, the end user may have conversations with attendees necessitating a call report. End users can create call reports directly from their events, which automatically records important event details.
Who can use this feature?
- iPad Users (Browser Coming Soon)
- Users require an Events Management License
- End Users
Configuring Recording a Call from an Event for
End Users
To configure this feature:
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Ensure the following features are configured:
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Navigate to Admin > Users & Groups > Permission Sets > Select the appropriate permission set > Objects.
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Grant end users the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
call2__v
CRE
event__v
- account__v
- address__v
- em_event__v
Edit
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Navigate to Admin > Users & Groups > Permission Sets > Select the appropriate permission set > Objects > em_event__v > Object Action Permissions.
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Grant end users Execute permission to the Record a Call action.
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Navigate to Admin > Configuration > Objects > em_event__v > Layouts and edit the appropriate layout.
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Add the Calls related object section to the layout.
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Navigate to Admin > Configuration > Objects > em_event__v > Object Types and select the Actions link.
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Select More Actions (...) > Edit Object Type Actions and select the Record a Call check box for the appropriate object types.
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Add the record_a_call__v button to the visible_buttons__v field on the appropriate em_event_layout__v records. See Defining Event Layouts for more information.
Configuring Suggested Call Attendees
Admins can optionally configure the event's attendees to display as suggested attendees of the associated call report:
- Navigate to Admin > Configuration > Objects > call2__v > Layouts and edit the layout assigned to the event__v object type.
- Add the Attendees section to the layout, ensuring the Person Account Attendees Section Attribute check box is selected.
Creating a Call from an Event as
End Users
End users can create calls from an event via the following methods:
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Selecting the Record a Call button from the event
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Navigating to the Calls event related object and selecting the New Call button
The created call2__v record has the following properties automatically populated:
- Object Type – Populates based on the following logic:
- If the event is not an account-based event, the object type is event__v
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If the event is an account-based event, the object type is selected based on the Default Call Object Type
Calls created from account-based events respect the Restricting Calls by Account and Restricting Calls by Account Object Type features.
- em_event__v – References the corresponding em_event__v record
- account__v – Populates if the event is an account-based event. Copies the account__v field from the corresponding event.
- address__v – Copies the address__v field from the corresponding event
If Configuring Suggested Call Attendees is configured and the corresponding event is not an account-base event, the Attendees section of the new call2__v record automatically populates with the event's speakers and attendees as suggested attendees for the call.
