How can I simplify Call Channel selection?
To simplify call reporting and speed up daily tasks, use formulas to auto-populate the Call Channel based on your organization’s own fields or record types.
With Call Channel formulas, it’s easy to incorporate Call Channel selection into existing workflows and reporting systems.
Save time and integrate with existing systems
Let's say your company uses the Call Channel standard metric to track users’ engagement with HCPs and identify which channels work best. To simplify call reporting for users, your company asks the admin to find a way to automatically set the Call Channel based on information users are already entering on the call report.
The admin needs a solution to do the following:
- Simplify call reporting - eliminate the need to manually select a Call Channel, saving users time and effort while in the field
- Avoid disruptions - integrate seamlessly with downstream reporting systems built around existing fields
Luckily, the admin can use Call Channel formulas to automatically set the Call Channel field without adding a single extra click for users. Let’s walk through the two main ways to auto-populate the Call Channel: creating a formula based on an existing field and creating a formula based on the call record type.
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Want to learn how to create Call Channel formulas and configure auto-population? See Auto-Populating the Call Channel. |
Populate the Call Channel based on an existing field
The admin creates a Call Channel formula to automatically populate the Call Channel based on an existing Customer Channel picklist. Let's say you are sales user; when you create a new call report, the Call Channel drop down menu does not display. On the call report, the Call Channel field is read-only. You can’t select it, even if you try.
Instead, you select Webex from the Customer Channel picklist. The standard Call Channel field is automatically populated with Video when you save or submit the call report.
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Make your IT admin’s life a little easier! Vault CRM’s Online Help has ready-to-use examples of Call Channel formulas admins can use to get auto-population up and running. See Auto-Populating the Call Channel for details. |
Populate the Call Channel based on record type
To simplify Call Channel selection even further, the admin modifies the Call Channel formula so the Call Channel auto-populates based on the call record type. When the user creates a call report using the Remote record type, the Call Channel is automatically set to Video. Users don’t need to do a thing!
Call reporting, simplified
All in all, the admin has successfully simplified Call Channel selection for your company’s users. Call reporting is easier in the field, and IT and management are glad that reporting systems relying on existing fields do not need any changes.
Things to consider
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