Tracks: Adding a Track

1. Go to Settings > Tracks, Merge & Brochures
2. Click the plus (+) button
   
3. Enter a Track name into the text box
4. Select the module of your Track
5. Click Done
6. Enter a description into the text box to describe the new Track
7. To add additional reminders to the Track, click the Red plus (+) symbol
8. Select a reminder type
9. Enter a number into the remind in text field and a period of time into the measurement drop-down box
10. Select an assignee from the drop-down box
11. Add a description into the text box
12. Click Attach Merge Template to add a template to the reminder - you can attach a template when using letter, email or sms reminder types
    
13. If adding a Track, select the merge template from the list of available merges
14. Click Add Template - this will add the template to this reminder
15. Click Save

To add additional reminders, repeat steps 10 through 18 to add the required reminders to the Track.