To create new Field Groups, follow these steps:
Step 1 Log into CallTrax NEXT
Step 2 On the landing page, click on Discovery from the main menu
Step 3 Click Research
Note: In order to access any of the actions within Research, a filter must be in place. If all records are desired, simply click the Activate button within the Filter window without any filter condition boxes in place.
Step 4 The filter window should be extended. If it isn’t, click the Filter icon to extend it
4.1 Click on the located in the bottom left hand side of the page to add a new filter condition box.
4.2 For a filter step by step guide, please refer to the filter procedural documents.
Step 5 Once the filter is in place, click Activate
Step 6 To change the field group, click the Open button directly to the right of the Field Group box
6.1 Click on a Field Group within the list to select it
Note: Hovering over a list in the fields box will cause a pop-up window to display all of the fields available in that field group.
6.2 Once selected, the data fields will refresh to display the data for the newly selected Field Group
Step 7 To create or edit a field manager, click the drop-down arrow next to the Open button
7.1 Click Field Group Manager
Step 8 To create a Field Group, click Add New
8.1 Type in a Name
8.2 Use the Search box directly under “Fields” to easily locate the desired fields to move over
8.3 Within the Fields box, use the single arrow > to select the desired fields or simply double click on a field to select it
8.4 To remove a selected field, simply click the field within the box on the right and click the single < or double click the desired field
8.5 Use the up and down arrows to the right of the screen to re-order the selected fields
8.6 Click Save once all desired fields are in the right-hand box
8.7 To apply the newly created Field Group, click on the group name in the list
8.8 Click Open
Step 9 To Edit an existing Field Group, click on the Name of the desired Field Group
9.1 Click Edit
9.2 Make changes to the Name if desired
9.3 To remove a selected field, simply click the field within the box on the right and click the single <
9.4 Use the Search box directly under “Fields” to easily locate the desired fields to move over
9.5 Within the Fields box, use the single > to select fields
9.6 Use the up and down arrows to the right of the screen to re-order the selected fields
9.7 Click Save once all desired fields are in the right-hand box
Article Reference: CLTX206