Friday, April 29, 2011

HEAT Call Logging - Call Map Preferences

You can manipulate the content and appearance of the InfoCenter Call Map. The system administrator determines which categories are available, but you can tailor the display to your needs.

To Set Call Map Preferences:

1 Select Edit>User Preferences, then click the Call Map tab.

2 To specify which categories to display, click a category in the Available list, then click Add to move it to the Selected list. To add all available categories to the Call Map, click Add All. Categories include:

• Call Info - Displays call information such as Call Type and priority.

• Customer - Displays customer information such as CustID and address.

• Assignment - Displays Assignment information such as due date.

• Journal - Displays the number of Journals available for the selected Call Record.

• Call Attachments - Displays Call Record attachments on the Call Map.

• Global Attachments - Displays Global attachments on the Call Map.

• Profile Attachments - Displays Customer Record attachments on the Call Map.

3 To remove a category from display, select the category in the Selected list, then click Remove to move it back to the Available list. To remove all categories from display, click Remove All.

4 To define the order in which categories appear in the Call Map, select a category, then click Move Up or Move Down.

5 In the Show/Hide section, select:

• Show Call Info Field Name - Under the Call Info category, displays the field name in addition to the value for that field. If you do not select this check box, only the field value appears.

• Show Cust Info Field Name - Under the Customer category, displays the field name in addition to the value for that field. If you do not select this check box, only the field value appears.

• Show Assignment Field Name - Under the Assignment category, displays the field name in addition to the value for that field. If you do not select this check box, only the field value appears.

• Show Journal Field Name - Under the Journal category, displays the field name in addition to the value for that field. If you do not select this check box, only the field value appears.

• Show Assignment Count - Displays the number of Assignments for the Call Record immediately after the Assignments category.

• Show Journal Count - Displays the number of Journal entries for the Call Record immediately after the Journal category.

6 Click OK.

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