Configuring Activity Trace Codes

Prerequisites for Activities

Activity trace codes are selected in Sales Accounts, Contacts, Blocks or Activities to auto-generate activities for the entity, based on the Activity Trace Definition rules.

Adding Activity Trace Codes

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 and complete the following:

   1. Trace Group : Select a trace group from the list (Accounts, Contacts, Blocks, Profiles, Activities).

   2. Trace Code : Enter a trace code.

   3. Description : Enter a description of the new trace code.

3. Click Save.

Editing Activity Trace Codes

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 Actions menu, and select Edit.

   1. Update the configuration.

   2. Inactive: Select check box to make the trace definition inactive. Inactive trace codes do not appear in search results unless you click the vertical ellipsis and select Show Inactive.

4. Click Save.

Deleting Activity Trace Codes

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, then click the vertical ellipsis Actions menu, and select Delete.

4. Click Delete to confirm.