CallTrax NEXT Disabling Manual Items (CLTX612)

The following procedures will guide you through disabling and deleting Manual Items 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 Manual Items tab

Step 5              To disable a Manual Item, click on the it within the list

5.1                     Edit the End date to reflect the date it should be disabled

5.2                     Click the Save button

Step 6              To delete a Manual Item, click on it within the list

6.1                     Click the Delete button

6.2                     Select Yes in the confirmation message

Note: When a manual item is deleted, all associated goals and incentives will be deleted as well. If a manual item no longer needs to be applied, simply update the end date to deactivate it rather than delete it.

Article Reference: CLTX612