Configuring Activity Trace Codes
Adding Activity Trace Codes
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 and complete the following:
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Trace Group : Select a trace group from the list (Accounts, Contacts, Blocks, Profiles, Activities).
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Trace Code : Enter a trace code.
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Description : Enter a description of the new trace code.
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Click Save.
Editing Activity Trace Codes
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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 Actions menu, and select Edit.
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Update the configuration.
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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.
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Click Save.
Deleting Activity Trace Codes
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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, then click the vertical ellipsis Actions menu, and select Delete.
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Click Delete to confirm.
Parent topic: About Sales Activities Auto Traces