This work item allows you to view account specific reports within the call.

Email Reports

Reports can be emailed to a recipient. If the account has any email addresses, then they will be displayed as an option. The 'Primary Email Address' field is editable and making changes will update the record int he Account Details.


The 'Other' option is to allow the user to enter an email address that is not saved against the account.


Tapping on an email will select/deselect it. Multiple emails can be selected.