Thursday, May 26, 2011

HEAT – Perform Internet Search within Call Logging

You can perform an Internet search within a Call Record in Call Logging – the results are displayed on the Web tab. Multiple searches produce multiple tabs on the Web page.


There are two ways to search: within a Call Record form or using a toolbar button.

To Search the Internet within a Call Logging Form:

On the Subset, Call Log, Detail, Assignment, or Journal form, right-click a field, and select Search Internet. The search engine opens on the Web tab.

If the field you right-click is populated, that value becomes the search word (except memo fields: if you do not select a word or phrase, the Internet search field will be empty), or you can select a word or phrase in the field to be the search value.

If the field you right-click is empty, the Internet search field will also be empty.

To Search the Internet using a Toolbar Button:

  1. Click Edit > Toolbar > Customize (or click drop-down arrow at right end of main toolbar, then click Customize). The Customize dialog box opens.
  2. Click the Commands tab.
  3. Click the Solution category, then drag the Search in Internet button (and field) into the desired position on the Call Logging main toolbar. 
  4. To perform an Internet search, type the search word/phrase in the Search in Internet field, then press the Enter key. The search engine opens on the Web tab. 
The Search in Internet field retains a history of Internet searches performed in this field (not the right-click searches), and only for the current session.

Click the drop-down arrow in the Search in Internet field to view and select from the history of searches.

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