Copying or Moving Trackers

Copying a tracker creates a new tracker, which contains the same information as the original tracker. Use this function to create similar trackers for multiple entities.

Moving a tracker changes the activity log to which a tracker is assigned. The system removes the tracker from one activity log and moves it to another. Use this function if you mistakenly assigned a tracker to the wrong entity.

To copy or move a tracker:

Open the tracker you want to copy or move.
From the File menu, select Copy to display the Tracking Log Copy window.
Click the User or Entity tab and enter the ID of the user or entity to whom you want to assign the new or moved tracker.
In the Comments to Copy field, select one of the following:

All - Copies all comments.
Internal - Copies internal comments only.
External - Copies external comments only.
Secure - Copies secure comments only.

For additional information about appended comments, see Appending Comments to Trackers.

In the Copy Notes (Y/N) and Copy Hours (Y/N) fields, indicate whether you want to include all notes and hours associated with the original tracker in the new or moved tracker.
Click one of the following buttons, as needed:

Button	Function
Copy	Copies the tracker to the user or entity activity log. The initial comment remains unchanged. A new tracker ID and date/time stamp are assigned. The system indicates that the tracker was copied by inserting ** Copied from and the original Tracker ID and Date prior to the initial comment.
Move	Moves the tracker to the user or entity Activity Log. The original comment remains unchanged. A new tracker ID and date/time stamp are assigned. The system indicates that the tracker was moved by inserting ** Moved from and the original Tracker ID and Date prior to the initial comment.

The system displays the new tracker in the Call Tracking Entry window.

Edit the tracker, as needed, and then save the tracker.