Question:

How does CRM iRep choose default attendees to display on the Call Report Page?

Answer:

The user is presented with a set of default suggested attendees based on relationships with the primary Account on the Call.

• For group Calls, person Accounts that are directly related through affiliations, or are children of the primary Account in the Account Hierarchy, are presented as default suggestions.
• For individual Calls, person Accounts that are siblings to the primary Account in the Call through the Account Hierarchy display as default suggestions as well as person Accounts that are directly affiliated.

For example, if two person accounts (A and B)are both children of the same business account in the Account Hierarchy, account B displays as a default suggestion on a Call against Account A.

Related Documentation:

CRM Help Documentation: Attendees