Data Administration

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

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.

Attic

• 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

• 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

• 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

• 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.