Data Administration

From Commence CRM-Help

Revision as of 17:04, 18 October 2012 by J.collier (talk | contribs) (→‎Garbage)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

Administrators can perform several unique data management functions including data restoration and archiving, record merging and purging and global data replacement.

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.

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.

Merge and Purge

The Merge and Purge tool provides a convenient way to compare and merge duplicate account and contact records.

Global Replace

The Global Replace function allows you to make system-wide changes to accounts, contacts or other system functions.

Audit Trail

The Commence On Demand Audit Trail 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.