Last updated on JUNE 14, 2017

Applies to:

Goal

On : 11.1.11.1.0 version, Activity Management

Need documentation on the Call Report behavior, specifically on the notification scenarios.

We would like to have a documentation which help us knowing the Call Report behavior, specifically the scenarios which are applicable for sending the notification.

We did find some observations., However we would like to confirm our observations and get some additional details on the notification scenarios applicable as part of Call Report.

Our Observations:

1) NO Email Notification is sent to the Contacts who are present on the Call Report(below scenarios).

a) Created Appointment with few Contact records and created Call Report (Contacts present on the Appointment came
automatically on the Call Report)

b) Created Appointment with few Contact records and created Call Report by adding additional Contacts (Contacts NOT
present on the Appointment)

c) Took an existing Call Report and added Contact records

Also An Email Notification, Meeting Created (Appointment) is sent to the Contacts which are present on the Appointment.
Email to Contact's Email Id
 

Solution