Display

Visual Output of your data is displayed using Field Groups. A Field Group is a list of select fields designed to provide specific information which can be used for analysis or file outputs. You are provided 7 Field Group templates which can be copied and customized to fit your needs.

• Account Listing Report
• CallTrax Activity Logs Default
• Contact Listing Report
• Household Listing Report
• Customer/Member Listing Report
• Log Entry Listing Report
• Pipeline Log Activity Default

Click the hyperlinks for instructions on each process.

Creating Field Groups

Managing Field Groups

Copying Existing Field Groups

Deleting Field Groups

Note: The bottom section of the filter results page provides summarized statistics of your filtered records and selected Field Group.