Diary: Summary layout |
Allows you to choose what information appears in the Diary screen when a user clicks the Detailed Summary hyperlink. | ||
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The Detailed Summary can be used to provide extended information about the day or days selected in the Diary. For example, you can show a count of how many Forecasts have been made, or how many times you clicked a particular Template button during your phonecalls. The extra information is added to the standard summary table that appears when you first choose a date in the Diary. |
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To add a new column | |
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Click the ![]() |
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Enter a name that will head-up the column Eg. Made Sales Pitch |
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Choose between a preset count or a phrase count | |
Examples of Preset counts are Total Duration or Events with a Forecast Examples of Phrase counts are Annotation contains Made Sales Pitch or Subject contains Enquiry |
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Click the ![]() |
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Note If you set a Phrase count for a template button that has a male and female version of the same phrase, such as He was out and She was out, the slash symbol / indicates that either phrase will be be treated as a match. In all cases, matches are not case-sensitive. | ||
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Click OK | |
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To delete a column | |
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Highlight the column you want to delete | |
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Click the ![]() |
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To edit a columns' properties | |
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Highlight the column you want to edit | |
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Click the ![]() |
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Make changes to the properties | |
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Click the OK button | |
Tip You can double-click a column to edit it | ||
Related topics Diary: Appointments, Diary: Date navigator, Diary: Timesheets |