How to

Maintain CallTrack Categories

In CallTrack, a category is a group to which a call can be assigned. Counties typically use the category feature to group calls by issue type—such as Laptop Problems or Staffing Issues—but this feature can be used in any way you wish.

The Category field (displayed on the Calls tab and on the New Call dialog) has a drop-down list of the categories set up in CallTrack. When creating or maintaining a call, the user must select a category for the call.

To add a category in CallTrack:

1. Go to Elections > Set Up CallTrack.

2. On the Call Track Admin page, click Categories.

3. On the Categories dialog, in the row marked with an asterisk (), click in the Category field and enter an ID of up to 4 characters. If you use letters, be aware that the letters will remain the in case in which you typed them, and category IDs are case-sensitive.

4. Tab to the Description field and enter up to 20 characters for the description of the category. This description will appear in drop-down lists along with the category ID, although only the first 17 characters are visible.

5. Tab to the Sort Order field and enter a 1-digit number indicating the order in which the item will be listed in the Category drop-down lists.

6. The Active field lets you hide or display the category ID in the Category drop-down lists. Enter Y to display the category; N to hide it.

7. Click the X icon in the upper-right corner to dismiss the dialog.

8. Restart CallTrack to see the new category ID in the Category drop-down lists.

To delete a category:

1. On the Categories dialog, click the row containing the category you want to delete o that the icon appears at the begging of the row.

2. Press the Delete key on your keyboard.