Monday, January 31, 2011

HEAT Call Logging – Using the Info Center Favorites Tab

Use the InfoCenter Favorites tab to quickly access the HEAT CallLogging information you use frequently – eg AutoTasks, Call Records, and even internet links –

On the drop down menu option, in HEAT Call Logging, click on View > Info Center > Show Favorites. The favorites tab is initially empty.

You can organize the content of the favorites tab by creating folders.

In the Favorites tab, right click > you will have the option to either create a new folder or “Add to favorites” click on Add to Favorites.

Click on the “type” to select the type of favorite you want to add – eg AutoTask or frequently used call group, select from the options available. Once you have made your selection > click on Add. You now have a new entry listed in your favorites for future use.

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