Consolidate Tracker Conversations (1)

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ITCOMB-01

Consolidate Tracker Conversations

3594

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Access this screen by selectingConsolidation (F15) from theMember Tracker Review screen.

Helpful Resources

What are my Tracker copy and consolidate options?

Why should I consolidate my Trackers to one per Type?

Learn how to consolidate Trackers.

Screen Overview

Use these consolidation screens to move conversations from one Tracker to another within a membership.  Trackers must be of the same Tracker type and all Trackers must be associated with the 000 account. Conversations are copied at the 000 level and cannot be copied to the 110 or 600 account. This is useful for cleaning up a member’s Trackers, especially if they have more than one Tracker of a specific Tracker Type. Once all of the conversations are moved off of a Tracker, the empty Tracker will be deleted, leaving only those Trackers containing conversations. When combined, Tracker conversations will be listed from newest to oldest by the time that the Tracker conversation was created. The Tracker name will the name of the first Tracker of that Type.

The Tracker configuration setting can either allow or disallow this option by checking or unchecking “Allow conversations to be moved from one Tracker to another”.

On this screen select the Tracker whose conversations whose conversations you want to copy. Narrow down the selections by sorting the data and/or filtering it by Tracker Type or Account type. Generally you will follow the following steps when consolidating Trackers in this manner.

  1. Filter the conversations by Tracker Type.

  2. Select the Tracker conversation that you would like to move to another Tracker. (Note this conversation must be of the same Tracker Type and Account Type and as the Tracker that you are copying to. Trackers are identified by a Seq # (Sequence #. This is helpful when identifying Trackers to copy from and to.)

  3. Select "Move Conversation."

  4. Select the Tracker you want to copy the conversations to. (Only allowed Trackers will show.)

  5. Select "Move Conversation to Tracker."

  6. Confirm the selection and select Move Conversation (F15).

  7. Continue following these steps until all the conversations are moved to the second Tracker. Once all of the Tracker conversations are moved off of a Tracker, it will be deleted by the system.

  • NOTE:  This feature requires that you copy to and from Trackers of the same Tracker Type (from MS to MS) and also from a Tracker associated with a 000 account to another Tracker associated with a 000 account.  (All Trackers must be associated with the 000 account).  It is recommended that you instead use the Combine Tracker feature instead of this feature.  The only advantage of this method is that you can select to move Tracker conversations one at a time from one Tracker to the other.

  • Special programming is required to move Tracker conversations from a Tracker associated with a sub account other than the 000 account (for example 080) to a Tracker associated with the 000 account.