Vote 30  points

Darron S. Collins

Customer visit report

Applications, Calendar & Activity Management, Contact Management, Sales Force Automation

After a sales call to a Prospect or Customer, I want to be able to generate a "Customer contact report" typically a Word document that can be attaced to the Notes and attachments area. The resoning is that upper management, and or, future users can view the sales calls made to any particular Customer and review the history (not all Customer contact is an email to synch from outlook.

Sometimes it is good to be be able to distribute an old fashioned "sales call report" to alert team members, or upper management of progress or issues following an actual field visit.

Ideally this should be pulled off the Contact information and filled in one time after a call, then merged into a word document or other similar mode.

Anyone seen anything that can help?

Thanks,
Darron

3 years ago · 2 Comments ·Merge Idea · Report Abuse

1 to 2 of 2

Ideas

Apps

Questions

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce.com takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.