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Handle Multiple Logs Simultaneously (CLTX214)

To simultaneously handle multiple logs (update the Status to Done), 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

CLTX214-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. A field group containing log activity fields must be selected in order for the Bulk Log – Handle action to be available.

 

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

CLTX213-B.png

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 updated to a status of Done.

 

Step 8        Click the Output drop-down arrow

Step 9        Click Bulk Logs – Handle

CLTX214-B.png

Step 10      Click the drop-down arrow for State

10.1             To mark the log as complete, click Done

Step 11      Use the calendar icon in the Date box to change the done date, if desired

Step 12      Modify the Comment, if desired

CLTX214-C.png

                   

Step 13      Click OK to update the status to Done on the logs

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

Article Reference: CLTX214