Monday, November 29, 2010

Changing what is displayed in the columns in the Call Record Browse View

A client wants to know if it’s possible to change the information displayed in the columns in the call record browse.

Yes, this can be customized in the HEAT Admin module – either during an edit set or quick customization.
  • The HEAT Administrator needs to launch the HEAT Administrator module;
  • Navigate to the CallLog Table > Click on the view set you are customizing – eg “system” > Click on “Open Grid” > Select the fields you want to see in the call record browse (select fields either from the Subset or from CallLog) move the fields up or down, depending on preference > Apply the change or edit set

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