How to Add or Remove Tracking Items

How to ADD a Tracking Item:

1. Go to Agency Set Up
2. Click on Step 2: Management Options
3. Scroll down to the Agency Tracking section
4. If the tracking item needs to be created, click on New Tracking Item.
5. Name the tracking item. (Using abbreviations is recommended)
6. If you want the tracking item to require a note or source type, select those boxes.
7. Click the orange Save icon.

How to REMOVE a Tracking Item:

1. Go to Agency Set Up
2. Click on Step 2: Management Options
3. Scroll down to Agency Tracking.  
4. Under Tracking Items, locate the activity you wish to delete and click the orange trashcan icon next to that item. Please note: Deleting an activity will remove all historical data for that activity.

       

If you have any remaining questions after reviewing our Help Articles, please send an email to [e-mail]. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!