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