Trackers are work requests that help you identify issues that need to be resolved, contain a running log of how work is being done, and indicate to whom the work is assigned. You can also attach pertinent documents and images to trackers.
When you create trackers, you can access the Call Tracking Entry screen from various menus to identify for whom you are creating the tracker. When you create a tracker for a customer, vendor, or user, the system permanently stores the tracker is the designated entity's activity log.
You can share trackers with other users by adding the user IDs to the tracker's forward list. When your user ID is on a tracker's forward list, the system places a copy of the tracker in your user job queue.
You can copy a tracker to create a new one with similar information. You can add comments and notes to assist users assigned to the tracker or as a record of your work. You can also attach documents or transfer information to a tracker.
In addition, you can create trackers from the following:
Transactions – From a transaction's screen, copy the data into a tracker to better monitor its progress.
Existing trackers – Spawn a tracker from another to address a separate facet of the same issue. Copy a tracker from another to assign it to a new user or entity.
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