This article was developed to describe the steps involved in migrating to the new Triggers system within the CRM. This article includes the following topics:
Activating the trigger system
- Click the Admin tab and then click on Settings on the Navigation Bar.
- Click Triggers, and the Migrate Triggers page opens.
- Click Migrate Triggers.
- After the migration is complete, the System Setting page loads.
NOTE
Disregard this page. - Go back to Settings and click Triggers and the New Triggers page displays.
Fixing a faulty trigger
NOTE
When a trigger isn't working, we recommend that you inactivate it and recreate it.
- Locate the trigger that isn't working and then change the toggle to inactive.
- Recreate the trigger. Click here for directions.