The Contact Log service (part of the Customer Management application) contains samples in the following view types:
- List Views
- Chart Views
- Pivot Table Views
- Calendar Views
List Views
The following sample list views are contained within the Contact Log service:
- All Contact Logs
- Incomplete Follow-Ups
All Contact Logs
The All Contact Logs view contains all Contact Log records currently in the system.
Incomplete Follow-Ups
The Incomplete Follow-Ups list view displays all Contact Log records that are not completed but have a follow-up date set.
Chart View
The Contact Log service contains the following chart view:
Contracts By Type/Year
The Contacts By Type/Year chart view is a spline chart that displays the number of contact logs grouped by contact log type and year.
Pivot Table Views
The Contact Log service contains the following pivot tables:
- By Type/Year Pivot Table
- Incomplete Follow-Up By Owner
By Type/Year Pivot Table
The By Type/Year Pivot Table displays all contact logs organized by contact log type and year.
Incomplete Follow-Up By Owner
The Incomplete Follow-Up pivot table lists all Contact Log records that are incomplete yet have a follow-up date, grouped by owner.
Calendar View
The following Calendar view is found within the Contact Log service:
Incomplete Follow-Up Items
The Incomplete Follow-Up Items is a calendar view showing upcoming follow-up contacts that have not yet been completed.