SUPPORTCALLS WITH OUTLOOK
Help Documentation & Guide to SupportCalls System

Customizing a view

The SupportCalls views can be modified to suit the team's taste and fields requirements. If you are an Outlook expert, you can even create new views and publish them for all your team in the folder. But detail descriptions on creating new views are out of the scope in this document. However, you can find various resources on the web that especially deals with extending Microsoft Outlook views.

To customize a SupportCalls view, let us take the example of 'Technician - Table' view (which is currently set as the default view in the folder). Once you clicked the 'Customize Current View...' menu item, a dialog box popup with the options to select SupportCalls fields, define group, sort and format columns. Discussions in Filter, Other Settings, Automatic Formatting options are intentional left behind because they are advanced features of Outlook and touching down through them would infuse unnecessary confusion to most users. For advanced users, of course, you can go ahead using them, but to keep things simple, only relevant Outlook settings are focused here.

 
bullet 1. Fields - refers to fields that would be added to the current view. For our purpose, you need to select the specific form first which is 'AMTSupportCase'. Selecting it from the drop down would lists all the SupportCalls fields into the 'Available fields'. You can then select fields to be added to the current view by means of the 'Add ->' and '<-Remove' buttons.



 
bullet 2. Group By - here you can specify a field that will be used to group all support cases that has similar values. To group items using a SupportCalls field, you would first need to select the particular form 'AMTSupportCase' from the drop down 'Select available fields from'' (located at the bottom). Then, that action would load all the SupportCalls fields into the 'Group items by' drop down. For example, the in the screenshot below, 'Case.Technicians' is specified to group all support cases by technicians.



 
bullet 3. Sort - use this dialog to define a field with which sorting would be performed to the view. As in the previous 'group' dialog, you would first need to select the 'AMTSupportCase' form from the 'Select available fields from:' drop down, and then select the appropriate field from the 'Sort items by' drop down. You can also specify if the sorting has to be performed in ascending or descending order. In the screenshot below, the field 'Case.CaseNumberS' is selected to sort support cases in ascending order. (notice, there is also another field 'Case.CaseNumber').



 
bullet 4. Format Columns - allows you to specify your own titles for the fields you have selected for the view. The specified titles would then be shown in view in the folder. By default, it takes the same field name as the titles. For example, a custom label 'Case #' is specified to be used as title for the SupportCalls case number field 'Case.CaseNumber'.

 

 
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