Creating Activity Log Fields: Date Fields (CLTX506)

To create Activity Log Fields including dates, 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 Date

Note: The Length and Decimal boxes will be grayed out as they do not apply to the Date type. The system will apply the programmatic length automatically for all date fields.

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

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

6.1                  Make the desired changes in the necessary field(s)

6.2                  Click the Save button

Article Reference: CLTX506