|
HEAT Software Tip
How to Change the
HEAT Call History Grid
Have you ever
been asked "Can we add, change or remove the grid
order when we click on the Call History button?"
If you used to answer No, now you can answer Yes!
It is best to know what order you would like your fields
to be in and be sure to clear any pending Edit Sets
before you begin the following steps.
-
Open the
Admin tool and begin a Quick Customize.
-
Highlight
the CallLog table and select the table type
the group uses, then click Open Grid.
-
In the
next window you can move fields from the left and
right sides. In the example below we are
moving the Priority Field closer to the CallID
field.
-
When you
have finished arranging your fields Apply the
Quick Customize and log into Call Logging.
Now when you
go to a customer's Call History you will see your new
grid order.
*************************
Note:
SMA recommends all HEAT Tips be fully tested on your
system prior to using them in production.
Back to HEAT Tips.
|
