CallTrax NEXT Help Resources – Processes & Procedures

 

PROCESSES & PROCEDURES

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DASHBOARD

NAME

DESCRIPTION

WRITTEN PROCEDURE

BUILDING A DASHBOARD

Learn how to build a personal or a role based dashboard.

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MANAGING YOUR DASHBOARDS

Learn how to manage the dashboards you have built for changes to the assigned role, name, or reports being displayed.

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CREATE A COPY OF A DASHBOARD

Learn how to easily copy an existing dashboard to further customize to fit your needs.

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DELETING A DASHBOARD

Learn how to delete a Dashboard that is no longer needed.

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PUBLISH REPORTS FOR DASHBOARDS

Learn how to publish a report within Dashboard Elements in order for it to be available for placing on dashboards.

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DISCOVERY

NAME

DESCRIPTION

WRITTEN PROCEDURE

CREATE A FILTER USING THE 3 STEP BUILD METHOD

Learn how to create a filter using the 3 step filter build design to isolate specific records.

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CREATE A FILTER USING THE FAST FILTER METHOD

Learn how to create a filter using the Fast Filter build to easily isolate specific records.

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SAVE A FILTER

Learn how to save filters you’ve built in order to reapply or select at a later time.

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JOIN A SAVED FILTER TO AN ACTIVE FILTER

Learn how to connect a saved filter to an active filter when working within the Research tool.

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SELECT A SAVED FILTER

Learn how to select your saved filters when working within the Research tool.

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COPY A SAVED FILTER

Learn how to copy your saved filters when working within the Research tool.

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DELETE A SAVED FILTER

Learn how to delete saved filters within the Research tool.

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EDIT A FILTER GROUP

Learn how to delete your Filter Groups and move filters between one group and another within the Research tool.

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CREATE A FIELD GROUP

Learn how to create customized data views through the Field Group function within the Research tool.

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MANAGE YOUR FIELD GROUPS

Learn how to update and manage the customized field groups created within the Research tool.

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COPY A FIELD GROUP

Learn how to copy an existing Field Group to apply further customization to fit your needs.

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DELETE A FIELD GROUP

Learn how to delete any Field Groups that you’ve created.

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USING THE BULK LOG - CREATE TOOL

Learn how to create multiple logs at once using the Bulk Log – Create action.

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USING THE BULK LOG - DELETE TOOL

Learn how to delete multiple logs at once using the Bulk Log – Delete action.

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USING THE BULK LOG - HANDLE TOOL

Learn how to update the status to Done on multiple logs at once using the Bulk Log – Handle action.

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USING THE BULK LOG - REASSIGN TOOL

Learn how to update the Assigned For officer on multiple logs at once using the Bulk Log – Reassign action.

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USING THE ACTIVITY LOG REPORT

Learn how to generate the Activity Log Report output tool located within Research.

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CUSTOMER DASHBOARD

NAME

DESCRIPTION

WRITTEN PROCEDURE

CREATING A PROSPECT

Learn how to create a new prospect customer relationship on the Customer Dashboard within CallTrax NEXT.

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CREATING A PARTNER

Learn how to create a new partner relationship on the Customer Dashboard within CallTrax NEXT.

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CREATING A CONTACT

Learn how to create a new contact for a household or customer relationship on the Customer Dashboard.

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MANAGE CONTACTS THAT WERE ADDED

Learn how to manage and update contacts that were created on the Customer Dashboard.

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DELETE CONTACTS THAT WERE ADDED

Learn how to delete contacts that were created on the Customer Dashboard.

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CREATE A PHONE CALL ACTIVITY LOG

Learn the steps for creating a Phone Call activity log.

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CREATE A REFERRAL ACTIVITY LOG

Learn the steps for creating a referral activity log.

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CREATE AN EMAIL ACTIVITY LOG

Learn the steps for creating an email activity log.

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CREATE A MEETING ACTIVITY LOG

Learn the steps for creating a meeting activity log.

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CREATE A LETTER ACTIVITY LOG

Learn the steps for creating a letter activity log.

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CREATE AN ALERT ACTIVITY LOG

Learn the steps for creating an alert activity log.

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CREATE A PIPELINE ACTIVITY LOG

Learn the steps for creating a pipeline activity log.

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CREATE AN OTHER ACTIVITY LOG

Learn the steps for creating an other activity log.

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CREATE NOTES ON THE CUSTOMER RELATIONSHIP

Learn the steps for providing key information that can be used to personalize your customer relationships through the Notes section.

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MANAGE NOTES ON THE CUSTOMER RELATIONSHIP

Learn the steps for managing the notes created in the Notes section on the Customer Dashboard.

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WORK LIST

NAME

DESCRIPTION

WRITTEN PROCEDURE

USING THE WORK LIST TO VIEW PENDING ACTIVITY

Learn how to manage your pending activity tasks through the Work List tool.

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CALLTRAX SETTINGS

NAME

DESCRIPTION

WRITTEN PROCEDURE

CREATING A LOOKUP ACTIVITY LOG FIELD

Learn the process for creating lookup activity log fields that will be available within the Activity Log Fields tab.

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MANAGING LOOKUP ACTIVITY LOG FIELDS

Learn how to make changes to the lookup activity log fields that have been customized for your institution under CallTrax Settings.

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CREATING A NUMERIC ACTIVITY LOG FIELD

Learn the process for creating numeric activity log fields that will be available within the Activity Log Fields tab.

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MANAGING DATE ACTIVITY LOG FIELDS

Learn how to make changes to the date activity log fields that have been customized for your institution within CallTrax Settings.

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MANAGING LOGICAL ACTIVITY LOG FIELDS

Learn how to make changes to the logical activity log fields that have been customized for your institution within CallTrax Settings.

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MANAGING CHARACTER ACTIVITY LOG FIELDS

Learn how to make changes to the character activity log fields that have been customized for your institution within CallTrax Settings.

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DELETE ACTIVITY LOG FIELDS

Learn how to mark the customized activity log fields for deletion within CallTrax Settings.

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RESTORE DELETED ACTIVITY LOG FIELDS

Learn how to restore activity log fields that have been marked for deletion within CallTrax Settings.

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MANAGE ACTIVITY LOG FIELD SETUPS BY ROLE AND LOG TYPE

Learn how to manage the activity log field layouts defined in Activity Log Setup within CallTrax Settings.

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BUILD A CUSTOMIZED WORKFLOW PROCESS

Learn how to build customized workflows to automate the log creations for specific processes within your organization.

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MANAGE YOUR CUSTOMIZED WORKFLOW PROCESSES

Learn how to manage your customized workflow builds.

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MANAGE YOUR CUSTOMIZED PIPELINE TYPES

Learn how to create and mange your customized Pipeline Types within CallTrax Settings.

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DELETE YOUR CUSTOMIZED PIPELINE TYPES

Learn how to mark the customized Pipeline Types for deletion within CallTrax Settings.

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MANAGE WHICH ACCOUNT USER DEFINED FIELDS WIL BE VISIBLE WITHIN CUSTOMER DASHBOARD

Learn how to manage which Account User Defined Fields will be visible within Accounts and Services under the Summary Information section on the Customer Dashboard.

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MANAGE FIELD GROUPS AVAILABLE WITHIN CUSTOMER DASHBOARD

Learn how to manage which field groups will be available within Field Groups under the Summary Information section on the Customer Dashboard.

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MANAGE WHICH DEMOGRAPHIC FIELDS WILL BE VISIBLE WITHIN CUSTOMER DASHBOARD

Learn how to manage which Demographic Fields will be visible within Demographics under the Summary Information section on the Customer Dashboard.

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MANAGE WHICH CAMPAIGNS WILL BE VISIBLE WITHIN CUSTOMER DASHBOARD

Learn how to manage which Campaigns will be visible within the Campaign section on the Customer Dashboard.

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MANAGE SALES SCRIPTS ATTACHED TO CAMPAIGNS

Learn how to manage the sales scripts that can be attached to the campaigns.

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MANAGE SALES SCRIPTS ATTACHED TO PRODUCTS

Learn how to manage the sales scripts that can be attached to the products and viewed within the Next Potential Product section on the Customer Dashboard.

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MANAGE REFERRAL DROP OFF SETTINGS

Learn how to establish a time frame and action to be applied to outstanding referrals in an automated fashion.

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MANAGE OPTIONAL REFERRAL SETTINGS

Learn how to manage the auto handle options that will impact how your referrals will be managed when a new account comes into your system.

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MANAGE ACTIVITY LOG EMAIL NOTIFICATIONS FOR ALL USERS

Learn how to manage email notification for all active users when activity logs are created.

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GOALS AND INCENTIVES

NAME

DESCRIPTION

WRITTEN PROCEDURE

CREATE A NEW GROUP TO APPLY TO AN INCENTIVE/GOAL

Learn how to create a group of officers, branches, products, etc. to be applied to an incentive or goal.

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MANAGE GROUPS BEING APPLIED TO AN INCENTIVE/GOAL

Learn how to manage a group of officers, branches, products, etc. created to be applied to an incentive or goal.

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DISABLE GROUPS BEING APPLIED TO AN INCENTIVE/GOAL

Learn how to disable a group of officers, branches, products, etc. that no longer needs to be applied to an incentive or goal.

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BUILDING GOALS

Learn how to build a goal on a specific log activity for a desired product(s).

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COPYING GOAL SETUPS

Learn how to copy a goal from existing goal setups.

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MANAGE GOALS

Learn how to manage and update the goals you are tracking on.

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DISABLING GOALS

Learn how to disable a goal that no longer needs to be tracked.

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BUILDING INCENTIVES

Learn how to build an incentive on a specific log activity for a desired product(s).

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MANAGE INCENTIVES

Learn how to manage and update the incentives that are being tracked.

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DISABLE INCENTIVES

Learn how to disable an incentive that no longer needs to be tracked.

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CREATE A MANUAL ITEM

Learn how to build manual items for those goals or incentives that are not based on activity logs.

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MANAGE MANUAL ITEMS

Learn how to manage and edit manual items that are being tracked.

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DISABLE MANUAL ITEMS

Learn how to disable a manual item that is no longer being tracked.

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CREATE A MANUAL DATA ENTRY

Learn how to create a manual data entry to create a time frame to enter in the incentive results for those manual items being tracked.

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MANAGE A MANUAL DATA ENTRY

Learn how to edit and manage your manual data entries to modify the settings or enter in the incentive results for those manual items being tracked.

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DELETE A MANUAL DATA ENTRY

Learn how to delete a manual data entry that has been created.

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OFFICER GROUPS

NAME

DESCRIPTION

WRITTEN PROCEDURE

CREATE AN OFFICER GROUP

Learn how to create an officer group that can be selected when creating activity logs.

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MANAGE OFFICER GROUPS

Learn how to edit and manage the officer groups you’ve created.

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DELETE OFFICER GROUPS

Learn how to delete an officer group that is no longer needed.

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PERMISSIONS

NAME

DESCRIPTION

WRITTEN PROCEDURE

CREATING A ROLE

Learn how to create a role that is used to define permissions for various areas in CallTrax NEXT as well as availability of reports, dashboards and customized fields.

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MANAGING ROLES

Learn how to edit and manage the roles created for your institution.

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DELETE A ROLE

Learn how to delete a role that has been created for your institution.

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CREATING A USER

Learn how to create a user login.

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MANAGING USER LOGINS

Learn how to update existing user login information and settings.

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DISABLING USER LOGINS

Learn how to deactivate user logins.

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RESETTING A USER'S PASSWORD

Learn how to reset a user’s password for them.

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CONFIGURING RE-DIRECT LOGS SETTING

Learn how to manage log activity through the “re-direct logs” setting for those users who will be out of the office for an extended period of time.

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CONFIGURING PASSWORD SETTINGS

Learn how to configure the password requirements that you want to be applied to the user logins for your institution.

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MANAGE ACTIVITY LOG EMAIL NOTIFICATIONS FOR SELECTED USERS

Learn how to manage email notification for selected users when activity logs are created.

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CREATE AND MANAGE RESTRICTED PRODUCT GROUPS

Learn how to create and manage Restricted Product Groups that enable the ability to enable/disable the visibility of security data fields for select products.

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REPORTS

NAME

DESCRIPTION

WRITTEN PROCEDURE

GENERATING REPORTS WITHIN DISCOVERY

Learn how to access and generate the global reports available within the Discovery tool.

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EDITING THE BODY OF A REPORT

Learn how to edit the design and content of a report located within the Discovery tool.

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