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How to use new layout in CAD

I have been using default layout and modified fields etc. Do you know where what in the script I change so an agent get desired layout.

Thanks,

Baseer.

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Re: How to use new layout in CAD

Baseer,

As a regular poster, you should know that all questions here should state whether Enterprise or Express is being used.

If you are using Enterprise, I posted regarding different CAD layouts recently. The search tool is your friend.

Regards,

Geoff

Re: How to use new layout in CAD

Geffery,

I apologize I know I should know better. This instance its UCX 7.x premium and CAD 6.6.

I just wrapped up a client and they were so happy I got them up and running quick they surprised me by calling my last day today. So bit confused and on the hunt for more work, next project.

Thanks,

Baseer.

Re: How to use new layout in CAD

Jonathan,

You are great and quick as always. I have done this ECC thing and currently using the data to populate in the default layout using my customized filed.

I don't want to use default layout - I want to pop up my customized layout so in CAD when call comes in my layout = baseers layout.

I got my fileds, I created the layout, created workflows but always using default layout I don't know how to do the other.

Thanks for your detailed info. I did that and that part is working.

-Baseer.

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