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When Does the General Comment Label Display on Call Report Page in CRM?

  • Updated

Question:

When does General Comment label display in the Key Message and Comment section of the Call Report page?

Answer:

General Comment label displays on Call Report page when one of the following is met:

  • The Key Message is Active and not related to any product
  • The Key Message is not a CLM message (CLM ID field on Key Message object is not populated)
  • Field Level Security (FLS) of Segment field on Key Message object is not enabled
  • The Segment field on the Key Message object is empty
  • The Account Segmentation contains the value of the Segment field on the Key Message object

Related Documentation:

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