To create new Lookup Activity Log Fields within CRM as well as managing those that have been created, follow these steps:
Step 1 Log into CRM
Step 2 On the landing page, click on Administration from the main menu
Step 3 Hover the mouse over Setup, and click on CallTrax Settings
Step 4 If the active tab is not Activity Log Fields, click on it within the list
Step 5 If a blank setup is not showing, click the green Add New button
5.1 Type the description in the Field Name box
5.2 Click the drop-down arrow in the Type box
5.3 Select LookupNote: The Length and Decimal boxes will be grayed out as they are disabled when selecting the Lookup type.
5.4 To add a lookup option, click the Add new item + button
5.5 Type in a selection or item within the Value name box
5.6 Click the check mark to save the value
5.7 Repeat that process for each value that is desired to be an option in the list
5.8 Once all lookup options have been created, click the Save button
Step 6 To edit the lookup options in the field, click on the field in the list
6.1 To edit the description of an option, click the paper and pencil button
6.2 Type in the new description and click the check mark
6.3 Repeat the process for all desired options
6.4 Click the Save button
Step 7 To remove a lookup value from a field, click on the field in the list
7.1 Click the X button next to the lookup option
7.2 Click the Save button to complete the deletion
Step 8 To mark the field for deletion, click on the field in the list
8.1 Click the Delete button
8.2 Click Yes to the confirmation message
Note: When a field is deleted, it is moved to the bottom of the list and will not be available within any Activity Logs. However, since it contains information in past logs, it will not be completely removed and can be restored, if desired.
Step 9 To restore a deleted field, click on the field in the list
9.1 Click the Restore button
Article Reference: CLTX501