Monday, November 29, 2010

Defaulting the display of the Assignments, Journals & Call History to grid view

A client asked if it’s possible to default the display of the assignments and journals to a grid view rather than defaulting to a form view.

Yes, it is possible to change in HEAT Call Logging > Navigate to EDIT (on the drop-down menu on the toolbar) > Click on User Preferences > Click on the tab “Grid Settings” > You can change the setting individually for the Assignment, Journal or Call History, or all three > Specify the sort order – eg sort assignments by Date or Assignee, or Assignee Group (ascending or descending).

The settings established on this tab are workstation-specific and are not associated with the user.

No comments: