Difference between revisions of "Data Administration"
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* [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Garbage Garbage] | * [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Garbage Garbage] | ||
When an Account record is deleted it is sent to a holding center called “Garbage” where it can be permanently deleted, restored to its original location or sent to a secondary file storage area called the “Attic” for safekeeping. Only administrators can view, delete, move or restore information in the Garbage area, safekeeping your system data. | When an Account record is deleted it is sent to a holding center called “Garbage” where it can be permanently deleted, restored to its original location or sent to a secondary file storage area called the “Attic” for safekeeping. Only administrators can view, delete, move or restore information in the Garbage area, safekeeping your system data. | ||
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== Attic == | == Attic == | ||
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* [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Merge and Purge Merge and Purge] | * [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Merge and Purge Merge and Purge] | ||
The Merge and Purge tool is a convenient way to compare and merge duplicate Account and Contact records. The best time to run a Merge and Purge is immediately after a data import. Merges can be performed within a single account list or across all lists. A confirmation screen is provided at each step allowing you to select all information or just specific phone numbers and addresses to include in the final merged record. | The Merge and Purge tool is a convenient way to compare and merge duplicate Account and Contact records. The best time to run a Merge and Purge is immediately after a data import. Merges can be performed within a single account list or across all lists. A confirmation screen is provided at each step allowing you to select all information or just specific phone numbers and addresses to include in the final merged record. | ||
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== Global Replace == | == Global Replace == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Global Replace Global Replace] | * [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Global Replace Global Replace] | ||
The global replace function allows you to make changes to accounts, contacts or other system functions. In order to perform a Global Replace, you must first select a Replace Type (from category where the record is from) then find the record(s) which you would like to replace the data with. Use the advanced search to find the records which you wish to change. You will be able to change any single field across you entire selection of records. | The global replace function allows you to make changes to accounts, contacts or other system functions. In order to perform a Global Replace, you must first select a Replace Type (from category where the record is from) then find the record(s) which you would like to replace the data with. Use the advanced search to find the records which you wish to change. You will be able to change any single field across you entire selection of records. | ||
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== Audit Trail == | == Audit Trail == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Audit Trail Audit Trail] | * [http://staging1.commenceonline.com/mediawiki/index.php/Data Administration/Audit Trail Audit Trail] | ||
The provides a documented history of any record that was updated or modified in the system. It identifies the record modified, the date and time of the update and who in the organization made the modification. | The provides a documented history of any record that was updated or modified in the system. It identifies the record modified, the date and time of the update and who in the organization made the modification. | ||
Revision as of 05:33, 1 October 2012
The Tab provides administrators with several unique functions for managing data that are not available to the end user . Each one is highlighted below.
Garbage
When an Account record is deleted it is sent to a holding center called “Garbage” where it can be permanently deleted, restored to its original location or sent to a secondary file storage area called the “Attic” for safekeeping. Only administrators can view, delete, move or restore information in the Garbage area, safekeeping your system data.
Attic
The Attic is a secondary file storage center specifically for files that have been moved from Garbage. Files in the Attic may be saved there, permanently deleted, or restored to their original location. Only administrators can delete or restore files from the Attic.
Merge and Purge
The Merge and Purge tool is a convenient way to compare and merge duplicate Account and Contact records. The best time to run a Merge and Purge is immediately after a data import. Merges can be performed within a single account list or across all lists. A confirmation screen is provided at each step allowing you to select all information or just specific phone numbers and addresses to include in the final merged record.
Global Replace
The global replace function allows you to make changes to accounts, contacts or other system functions. In order to perform a Global Replace, you must first select a Replace Type (from category where the record is from) then find the record(s) which you would like to replace the data with. Use the advanced search to find the records which you wish to change. You will be able to change any single field across you entire selection of records.
Audit Trail
The provides a documented history of any record that was updated or modified in the system. It identifies the record modified, the date and time of the update and who in the organization made the modification.