Friday, March 2, 2012

Change Call History Grid

A client asked: How can we add, change or remove fields in the grid order when we click on the Call History button? 

First, you should know what order you would like your fields to be in and be sure any pending Edit Sets have been committed. Then use the following steps to change the Call History grid.

* Open the Administrator tool > Start a Quick Customize.
* Highlight the CallLog table > Select the table type > Click Open Grid.
* In the next window move fields from the left and right sides. 
* When you are finished arranging fields Apply the Quick Customize
* Log into Call Logging.

Now when you go to a customer's Call History you will see your new grid order.

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