Settings and activity
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20 votes
While not specifically in account codes, it'd be good to know if setting Tracking defaults on Contacts could be useful to you here?
While I'd recommend testing with the demo co. first - Find & Recode could be used to bulk assign tracking to items, post import.
An error occurred while saving the comment Suzanne Ross supported this idea ·
I also want to be able to automatically link tracking categories to particular account codes to avoid extra manual work and possible errors. It would save us lots of time