The following procedures will guide you through managing the Demographic Field Views visible in the Summary Information section of the Customer Dashboard within CallTrax NEXT.
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 Click on the Field Views tab
Step 5 Click the edit button next to Demographics
The fields on the left are Available Fields to be selected for display. Fields on the right are selected fields.
Step 6 To select a field, identify the field in the Available Fields box
6.1 Use scrolling bar to locate and click on the field
6.2 Use search box to isolate the desired field and click on it
6.3 Use the single right arrow to move over the highlighted field
6.4 Click the double right arrow to move over all fields in the Available Fields box
Step 7 To remove a selected field, click on the field in the right box
7.1 Click the single left arrow to remove the highlighted field
7.2 Click the double left arrow to remove all fields in the selected box
Step 8 Click Apply
Step 9 Click the Save button in the bottom right corner of the Field Views page
Article Reference: CLTX516