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.

To create Auto Trace Codes requires the OPERA Cloud Sales and Event Management Standard Cloud Service subscription and the Activity Management user task.

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. On the Trace Code screen, search and select the required trace code mapping that you want to edit and then click the vertical ellipsis.

3. Click 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 Actions 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. On the Trace Code screen, search and select the required trace code mapping that you want to edit and then click the vertical ellipsis.

3. Click the vertical ellipsis and then click Delete.

4. Confirm the deletion.

5. Click Save.