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Creating Bulk Logs (CLTX212)

To create a Bulk Log, follow these steps:

Step 1        Log into CallTrax NEXT

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 CLTX201-A.png to extend it

Step 5        Use the CLTX201-B.png 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

CLTX212-A.png

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

CLTX212-B.png

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

CLTX212-C.png

Step 10      Click the drop-down arrow and select the desired Activity Log Type

Step 11      Click OK

CLTX212-D.png                   

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

CLTX212-E.png

Step 21      To attach a document, click the Documents tab

21.1            Click the green 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

CLTX212-F.png

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

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