Hi All
I posted this a few weeks ago but I dont think it got posted properly.
Â
Hi All
In the Customer Maintenance > Call Logs screen, is there any way to filter the call logs so you can only see call logs for 'Active' contacts and not 'Inactive' contacts?
Im thinking some kind of tick box so it can be switched off or something permanent behind the scenes.
If there are call logs against the company (with no contact assigned) we would still want to see them.
If its not possible on the standard screen is there any way to create a screen or tab within customer maintenance where users can add/view/delete call logs for all Active contacts?
Thanks,
CHRIS
[Non-text portions of this message have been removed]
I posted this a few weeks ago but I dont think it got posted properly.
Â
Hi All
In the Customer Maintenance > Call Logs screen, is there any way to filter the call logs so you can only see call logs for 'Active' contacts and not 'Inactive' contacts?
Im thinking some kind of tick box so it can be switched off or something permanent behind the scenes.
If there are call logs against the company (with no contact assigned) we would still want to see them.
If its not possible on the standard screen is there any way to create a screen or tab within customer maintenance where users can add/view/delete call logs for all Active contacts?
Thanks,
CHRIS
[Non-text portions of this message have been removed]