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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality. 

You must be signed into the Web Client as an Administrator to access the Settings icon and archive a tracking number(s).

Access

  • (A) Settings icon - Click to access all available administrative settings.
  • (B) Phone Numbers - Click to access the full list of editable tracking numbers.


Select Tracking Number to Archive - Note: After clicking Phone Numbers, the list will initially default to Active.

  • (C) Add a Filter dropdown - Click to filter the list by Number, Associated Ad, or Location.
  • (D) Search - Click to search by a specific number or location. As you type, the list will dynamically update.


Archive/Unarchive Tracking Number(s) - Note: These instructions apply when (E) Active is selected. If (F) Archive is selected, this process will unarchive or make an archived tracking number(s) available for use. You may Archive or Unarchive more than 1 tracking number at a time.

  • (E) Active - This is the initial default setting. When selected, the list will show only Active tracking numbers. Click (F) Archive to view only archived tracking numbers. 

    • (G) Archive checkbox - This will appear once a tracking number(s) is selected. Once clicked, the selected tracking number(s) will become highlighted.

    • (H) Archive icon - Click to archive the selected tracking numbers(s). The Archive icon will only appear when the Archive checkbox is selected.


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