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Reassign Multiple Logs Simultaneously (CLTX215)

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

CLTX215-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 – Reassign 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 reassigned logs.

 

Step 8        Click the Output drop-down arrow

Step 9        Click Bulk Logs – Reassign

CLTX215-B.png

Step 10      Click the drop-down arrow for Assigned For

Step 11      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 12      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 who is assigned.

 

Step 13      Modify the Comment, if desired

CLTX215-C.png

Step 14      Click OK to update the Assigned For on the logs

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

Article Reference: CLTX215

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