Call Form Management

Call form management is used to view a list of all of the call forms (projects) created for the team. It is also used as a hub to access all modules associated with the setup of a call form.

Call Form Management List

Call Form Management is accessed by navigating to
Team / Manage / Call Forms

The call form management screen uses the General Management page layout.

Searching/Filtering

The call form management grid is searched/filtered using the search in the toolbar and the column filter/sorts.

The call form management screen uses the standard General Management page layout and search.

Add/Edit Call Forms

Add New Call Forms

The details of a call form are added by clicking the Add button choosing the call form type and configuring the needs of the project.

Editing Call Forms

To edit the details of a call form click the call form name link.

Call Form Module setup Links

Many different modules are needed to setup a call form which is ready collect data from field reps. Links to these modules are listed in the call form dashboard.

List of modules and purpose

Click on the module name to view a detailed article

Materials - setup products needed by store/rep for a call form project.
Billing - client job costing setup by position type to code work for billing
Waves - setup/configuration of time windows for call form execution associated to stores
Reps - assigning field reps to a call form without assignments
Clients - assigning people in the client role to view ic reporting
Bucket - setup of assignments associated with a call form
Question Sets - list of question set and task setup of questions and add/edit of questions
Preview - view a web or mobile preview of the call form questions.
Launch - link clicked once when the call form is first made available to the field for execution. After launching the link is no longer visible.
Delete - call forms can be deleted until they are launched and this link performs the delete.