Open portatour®/Options/User Settings. Adjust the option Call Reports in the section Business Rules. Activate Ask every time or create and open automatically (see section Business Rules).
Questions from users about Salesforce
- Where do I get my password?
- I cannot find portatour®
- I cannot see an option (the Call Settings section, a button, ...), despite it being described in the manual
- Why can't I activate an Account/Contact/Lead for scheduling?
- Why are no call reports created?
- During schedule calculation the error 'Could not retrieve customer data' is displayed
- Why am I not authorized to access portatour® organization settings?
- ESAPI <Create|Read|Delete|Change>-access not authorized for ...
- Why can't I recover call settings from the recycle bin?
- Why does an outdated customer name sometimes appear in the call settings?