Adding a Trace Code
Trace codes are pre-defined filters that trigger activities depending on the behavior of the record.
From the Administration menu, select Client Relations, select Activity Management, and select Trace Codes.
Click New.
Select a Trace Group from the list of configured groups: Accounts, Activities, Blocks, or Contacts.
Enter a Trace Code to represent the new trace code.
Enter a Description of the new Trace Code.
Click Save.
Editing a Trace Code
From the Administration menu, select Client Relations, select Activity Management, and select Trace Codes.
Enter search criteria and click Search.
From your search results, select the trace code mapping, click the vertical ellipsis, and select Edit.
Update the configuration.
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.
Click Save.
Deleting a Trace Code
From the Administration menu, select Client Relations, select Activity Management, and select Trace Codes .
Enter search criteria and click Search.
From your search results, select the trace code mapping, click the vertical ellipsis, and select Delete.
Click Save.
Parent topic: Activities