Supported Call Report Functionality on Windows

Users can create and edit high performance call reports on the Windows platform using a dedicated desktop client.

Call Reporting

Populating the Call Header

• Selecting a Call Channel
• Restricting Call Channels
• Selecting a Call Report Object Type
• Defining a Default Call Object Type
• Selecting a Call Address
• Call Address Dependency
• Selecting a Territory
• Selecting a Call Datetime
• Maintaining Separate Call and Signature Datetimes
• Capturing the Call Date Only
• Selecting the Call Location
• User Lookups

Capturing Call Activities

• Adding Call Attendees
• Capturing Unique Information on Group Call Attendees
• Detailing Products on the Call Report
• Capturing Product Discussions on the Call Report
• Customizing Product Discussions on the Call Report
• Using Key Messages on the Call Report
• Targeting Key Messages to Account Segments
• Attendees section signals:
• --ao (Attendees Optional)
• --paa (Person Account Attendees)
• --su (Search Users)
• Product detailing section signals:
• --rd(Require Details)
• --sd (Sign for Details)
• Using Pre-Call Notes and Next-Call Notes

Medical

• Creating a Medical Inquiry
• Customizing Delivery Methods and Delivery Details for Medical Inquiries
• Allowing Multiple Product Inquiries
• Requiring Medical Inquiry Signatures
• Capturing Remote Signatures for Medical Inquiry During Engage Meetings
• Key Medical Insights
• Medical Discussions

Adding Post Call Information

• Saving Call Reports

Restricting Calls and Products

• Restricting Calls by Account
• Restricting Calls by Account Object Type
• Restricting Products by Account
• Defining Allowed Products

Submitting a Call

• Submitting Call Reports
• Limiting Past Call Submission
• Limiting Call Backdating

Call Sampling

Recording Sample Disbursements

• Creating Sample Requests/BRCs
• Saving a Call with Samples
• Selecting Products
• Selecting Sample Recipients on Standard Group Calls
• Displaying Sample Warning Indicators
• Call Sampling section attributes:
• --nas (No Alternative Samples)
• --nb (No BRC)
• --nhvp (No High Value Promo Items)
• --no (No Other Products)
• --np (No Promo Items)
• Shipping Sample Requests (BRCs) to Business Locations
• Restricting Sample Send Addresses
• Sampling Non-PDMA Regulated Products
• Sampling without License Restrictions

Capturing Signatures for Sampling

• Capturing Electronic Signatures for Sampling
• Swapping the Signee
• Displaying a Marketing Banner
• Modifying the Signature Disclaimer
• Paper-Based Sampling
• Validating Samples on Signature Capture

Submitting a Call with Samples

• Submitting a Call with Samples