Deleting Bulk Logs (CLTX213)

To delete 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 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. A field group containing log activity fields must be selected in order for the Bulk Log – Delete action to be available.

7.1               Click the desired field group within the list (The CallTrax Activity Logs Default field group is recommended)

Note: The number of entries will now reflect the number of log records that meet the filter condition. This will be the number of logs deleted.

Step 8        Click the Output drop-down arrow

Step 9        Click Bulk Logs – Delete

Step 10      Click Yes to the confirmation message

A green Success status pop up will display providing the number of logs created

Article Reference: CLTX213