Tracks: Editing a Duplicated Track

Please note: You cannot edit a Rex Template, you will be required to duplicate the track first which you will then be able to edit. Check out our help content on Duplicating an Existing Track.

To edit an already duplicated Track, you can follow the below instructions:

1. Go to 'Settings' > 'Tracks, Merge & Brochures'
2. Open the Track you'd like to edit

To Add a Reminder to a Track

1. Click the Red '+' symbol to add a reminder to the Track
2. Select a reminder type
3. Enter a number into the 'remind in' text field and a period of time into the 'measurement' drop-down box
4. Select an assignee from the drop-down box
5. Add a description into the text box
6. Click 'Save'

To Add a Letter/Email/SMS Merge to a Reminder

1. Hover over the reminder and click the Grey drop-down
2. Click 'Edit'
3. Click 'Attach Merge Template' to add a template to the reminder - you can attach a template when using Letter/Email/SMS reminder types
4. Select the template from the list of available merges
5. Click 'Add Template'
6. The template will now be added to the reminder

To Delete a Reminder from a Track

1. Hover over the reminder and click the Grey drop-down
2. Click 'Delete'