Editing Lookup Type Activity Log Fields (CLTX502)

To edit Lookup Type Activity Log Fields, follow these steps:

Step 1            Log into CallTrax NEXT.

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            To edit the field, click on the field in the list

5.1                  Modify the Field Name, if desired

Step 6            To edit the description of a lookup item, click the paper and pencil icon

6.1                  Type in the new description and click the check mark

Repeat the process for all desired options

Step 7            To remove a lookup item, click the X button next to the lookup item

Step 8            To add a lookup option, click the Add new item + button

8.1                  Type in a selection or item within the Value name box

8.2                  Click the check mark to save the value

8.3                  Repeat that process for each value that is desired to be an option in the list

Step 9            Click the Save button

Article Reference: CLTX502