The following procedures will guide through disabling and deleting Goals 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 Click on the Goals tab
Step 5 To disable a goal but not delete it, click on the goal within the list
5.1 Update the End Date with a date by typing in the box or selecting a date from the calendar box
5.2 Click the Save button
Step 6 To delete a goal, click on it within the list
6.1 Click the Delete button
6.2 Select Yes in the confirmation message
Note: Deleting a goal will completely remove it from the list, preventing it from being available in reports. To discontinue an existing goal, our recommendation is simply to edit the End date rather than delete the goal.
Article Reference: CLTX606