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Call Report Form Enhancement

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Posted on by JBill

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Hi- we currently use the Call Report form and am looking to give it a little more structure. Right now, we have a single open text box that sales reps can compose their activity into. We would like to give it more of a defined framework with specific categories to fill out (Objective, Summary, Actions) so reps aren't just writing into a free-form field. Any thoughts on how to approach? I'm guessing I'll need to create a text field for each category, but was curious to hear any alternate solutions. Cheers!

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Pawns or Kings on at

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RE: Call Report Form Enhancement

Hi JBill,

Yes, it is definitely a good idea to make different fields for each category. If you don't want to have the users try to navigate around the form to look for the proper field to fill out, you can use the Dialog process, and have the resulting answers auto populate the fields.

msdn.microsoft.com/.../gg509010.aspx

If your process for the users speaking with each customer is uniform, this is a very structured way to not only prompt your users to have a specific script in interacting with the customer, but then the results can be populated into the appropriate fields.

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