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Creating Activity Log Fields: Numeric Fields (CLTX505)

To create numeric 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 tab landed on 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 Numeric

5.4                  Type in a numeric value for the size of the field within the Length box

5.5                  Type in a value for the decimals to allow within the Decimals box

Note: The Length should be the whole value plus the number of decimals to be allowed. So, if the value will contain a whole number containing 6 values but also display 2 decimals, the Length should equal 8 or more.

 

5.6                  Once all setup fields are populated, click the Save button

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Step 6            To edit any of the settings of the field, click on the field in the list

6.1                  Make the desired changes in the necessary fields

6.2                  Click the Save button

Article Reference: CLTX505