Configuring Trace Codes

Prerequisites for Activities

You can create Auto Trace Codes and configure auto traces so that activities are created automatically under certain configured conditions. The process of creating and applying Auto Trace Codes involves creating a Trace Code, tying the Trace Code to a Trace Group (account, contact, activity, or block), and defining the conditions under which the Trace Code functions.

Adding a Trace Code

Trace codes are pre-defined filters that trigger activities depending on the behavior of the record.

1. From the Administration menu, select Client Relations, select Activity Management, and select Trace Codes.

2. Click New.

3. Select a Trace Group from the list of configured groups: Accounts, Activities, Blocks, or Contacts.

4. Enter a Trace Code to represent the new trace code.

5. Enter a Description of the new Trace Code.

6. Click Save.

Editing a Trace Code

1. From the Administration menu, select Client Relations, select Activity Management, and select Trace Codes.

2. Enter search criteria and click Search.

3. From your search results, select the trace code mapping, click the vertical ellipsis, and select Edit.

4. Update the configuration.

5. Click Inactive to make the trace definition inactive. Inactive trace definitions do not appear in search results unless you click the vertical ellipsis and select Show Inactive.

6. Click Save.

Deleting a Trace Code

1. From the Administration menu, select Client Relations, select Activity Management, and select Trace Codes .

2. Enter search criteria and click Search.

3. From your search results, select the trace code mapping, click the vertical ellipsis, and select Delete.

4. Click Save.