The following procedures will guide through disabling and deleting Groups within CallTrax NEXT.
Step 1 Log into CallTrax NEXT.
Step 2 On the landing page, click on Administration from the main menu
Step 3 Hover the mouse over Setup, and click on Goals & Incentives
Step 4 To disable a group, click on the group within the list
4.1 Edit the End date to reflect the date it should be disabled
4.2 Click the Save button located at the bottom of the page
Step 5 To delete a group, click on it within the list
5.1 Click the Delete button
5.2 Select Yes in the confirmation message
Note: When a group is deleted, all associated goals and incentives will be deleted as well. If a group no longer needs to be applied, simply update the end date to deactivate it rather than delete it.
Article Reference: CLTX603