To create a Bulk Log, follow these steps:
Step 1 Log into CRM
Step 2 On the landing page, click Discovery from the main menu
Step 3 Click Research
Step 4 The filter window should be extended. If it isn’t, click the Filter icon to extend it
Step 5 Use the or the Fast Filter icon to create a filter.
Note: For a refresher on the steps for building filters, please review the Creating Filters and Using Fast Filters procedures.
Step 6 To apply the filter, click Activate
Step 7 Click Open in the upper left corner of the grid to select the appropriate Field Group
Note: The Field Group will be used to identify what bulk log actions will be available as well as whether the logs will be created at the Household or Member level.
- Household Listing Report – this field group will create a log for each qualifying household
- Customer Listing Report – this field group will create a log for each qualifying member
7.1 Click the desired field group within the list
Note: The number of entries will now reflect the number of household or customer records that meet the filter condition. This will be the number of logs generated.
Step 8 Click the Output drop-down arrow
Step 9 Click Bulk Logs – Create
Step 10 Click the drop-down arrow and select the desired Activity Log Type
Step 11 Click OK
Step 12 Click on the desired Status
Step 13 Click in the date box to enter or select the desired date from the calendar
Step 14 Use the drop-down arrows to modify the default Logged By and Assigned By selections, if desired
Step 15 Click the drop-down arrow for Assigned For
Step 16 Choose the appropriate officer to make responsible for the log activity
- Assigned Manager: Based on the assigned key account for the relationship
- Deposit Officer: Based on the first opened Deposit account in the relationship
- Loan Officer: Based on the first opened Loan account in the relationship
- Groups: Officer groups built within Administrator/Officer Groups
- User: Individual user that will be assigned for all logs
Step 17 Use the Assigned For Branch drop-down arrow to modify the default branch selection, if desired
Note: If a group or default officer is selected, the branch will auto-populate based on the CallTrax NEXT default branch assigned to the officer that becomes assigned.
Step 18 Use the drop-down arrow to select the Product and Account Type, or Service
Step 19 Enter the desired Subject for the log
Step 20 Enter the desired comment into the bottom Comments box
20.1 Click Add
Step 21 To attach a document, click the Documents tab
21.1 Click the purple Add New button
21.2 Enter a description for the document
21.3 Click Choose File and browse for the desired document
21.4 With a description and file selected, click Add
Step 22 Once all desired selections are made, click Save to create the logs
A green Success status pop up will display providing the number of logs created
Article Reference: CLTX212