Finding Pages in the New SalesConnect

If you've used earlier versions of SalesConnect, you may wonder where to find things now, since the side navigation bar has been replaced by menus and a sitemap. For some tasks, you may need to switch to another personaA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group. to access the needed menus: In the Welcome menu at the top right, select Personas and then the persona with the tools you want to use. You may want to read About Security Rules, Roles, and Personas to better understand what personas are and how they work. See the tables below to learn where to find pages that replace the Home View tabs and the pages accessed from the side navigation bar.

Home View Page Tabs

These are pages that were available as tabs on the Home View page in older versions of SalesConnect. In many cases, the same page may be included in the new SalesConnect; in others, a new page replaces the old one.

Old Home View page tabs	In the new SalesConnect
Firms tab, Home View page Lists all firms that you are authorized to see. You can select a link to see details for a firmA broker/dealer firm (or broker dealer or broker-dealer) is a connection associated with intermediary business, typically a top-level organization in this hierarchy. Broker/dealer firms are also sometimes referred to as just "firms" or "brokers" or "dealers" or "financial institutions." Each broker/dealer firm may have one or more offices affiliated with it, and through these offices, reps may also be affiliated with it. A broker/dealer firm may have associated firm contacts, as well. Possibly the most critical information you can track for broker/dealer firms are aliases, also known as trading IDs. Aliases are the IDs that associate transactions with each broker/dealer firm. If you need to write queries or reports: The primary data for broker/dealer firms is stored in the Firm table. The Firm Alias table stores trading IDs associated with broker/dealer firms..	There's no direct equivalent for this tab, as we found that a giant list of every firm in SalesConnect was just too large to be useful. You can search for the firms you want, though, using the ConnectionsConnections are entities; they're the different types of companies and individuals you may need to track. SalesConnect is set up to display information about the types of connections you care about, based on the roles to which you are assigned. menu that's available to many personas, such as Wholesaler: Select Firms from the Connections menu. See Searching for Connections for complete instructions.
Funds tab, Home View page Displays summary data, grouped by the option selected in a dropdown on the tab. Yesterday, month-to-date, last month, year-to-date and last year totals for sales and redemptions are listed, as are current assets. You may be able to select links for details.	Using the Sales Reporting persona, select Funds from the Tracking menu. Or, select in the universal menu, and then select Sales By Fund under Sales. See Tracking Sales for more about this and other options for seeing summarized sales.
My Contact Lists tab, Home View page Lists individuals tagged with your private labelsA label is like a tag, a convenient way for you to mark records so that you can easily find and work with them later. Most labels are tagged to key connections. For instance, you could create a label called "Top Reps," and then assign this label to the top-producing reps with which you work. Since you can search for connections with a particular label assigned to them, you can easily retrieve the list of reps who have been assigned this label. However, you can also define transaction account labels that may be systematically applied to the transactions and assets imported to SalesConnect, so that it's easy to find and work with those transactions and assets later.. A filter field lets you show only those tagged with a single label. You can select a link to show details for listed individual.	The My ContactAny individual person tracked in SalesConnect is a contact, which is one type of connection. So, reps, firm contacts, and office contacts—are all contacts. Partnerships and teams are also treated as contacts in SalesConnect, because you usually need to work with them in the same ways. Lists tab has no direct equivalent in the new SalesConnect. However, you can display lists of those tagged with all or some of your contact labels by searching with the label as search criteriaIn a query, a criterion is a single point of comparison. For instance, one criterion in a query might be reps in the state of Michigan. Query and search criteria are based on properties in the primary SalesConnect objects associated with the type of connection or other record which the query or search finds.; you can even save those searches so that they are easy to run again and again. Select Contacts from the Connections menu or select in the universal menu, and then Contact Search under Contacts. See Searching for Connections for information about saving searches and your other options.
Notifications tab, Home View page Lists recent notifications for you. Notifications are shared to specific operators or to all operators in specific roles when key events occur, based on rules.	The Notifications tab has been replaced by the Alerts widget that is displayed at the bottom of every page when you have an active notification or alert. Alert History allows you to review not only active alerts but recent ones that are no longer shown in the widget; select Alert History from the links in the footer or from the Welcome menu to see this history. See Review alerts for details.
Offices tab, Home View page Lists all officesAn office is a connection in the intermediary business hierarchy, an organization subordinate to a broker/dealer firm. Offices are also sometimes referred to as "branches'; institutional firms have branches in SalesConnect. An office is affiliated with a single broker/dealer firm, and may have one or more reps directly affiliated with it. An office may have associated office contacts, as well. Possibly the most critical information you can track for offices are aliases, also known as trading IDs. Aliases are the IDs that associate transactions with each office. If you need to write queries or reports: The primary data for offices is stored in the Office table. Information about office trading IDs is stored in the Office Alias table. that you can view; some operators can only see data related to the territoryIn a territory category, you can define as many named territories as you need to identify sales responsibilities. Territories are often divided geographically, and can include whole countries, states or provinces, or even ZIP/postal code ranges. Other criteria can be included for each territory, such as firm association or channel/subchannel definitions. If needed, you can filter offices, reps, partnerships, and teams to which a territory will apply by their firm association alone. Each territory can have one or more operators assigned to it; after territory assignments are set, permissions can be set to control the level of access each operator has to data (such as viewing or editing), based on his or her territory assignments. or regionTerritory regions are optional, but they can be used to group together a number of territories overseen by the same regional sales manager. An unlimited number of regions can be defined for each territory category version, and each region may have an unlimited number of territories. However, a territory may only belong to a single region. to which they are assigned. You can select a link to see details for an office.	There's no direct equivalent for this tab, as a giant list of every office in SalesConnect took a long time to load and was far too large to be useful. You can search for the offices you want, though, using the Connections menu: Select Offices from the Connections menu. Or, select in the universal menu, and then select Office Search under Offices. See Searching for Connections for complete instructions.
Profile tab, Home View page Displays current and historical summaries for sales and redemptions, as well as asset data. Some operators see data only for the territories or regions to which they're assigned. You may be able to select links to see more details.	The Profile tab of the Home View page has been replaced by the Dashboard, the first page that most operators see when logging into SalesConnect. See Dashboard at a Glance for more information.
Region Managers tab, Home View page Intended for national sales managers, displays summary data for sales and redemptions, as well as assets, by key periods, for each regional manager within a territory categoryA territory category represents one set of distinct territories that you need to maintain at the same time. A single territory category may not reflect how your sales force is distributed, so you can define up to fifteen (15) different territory categories in SalesConnect; however, only one version in each territory category can be current at any given time. Categories can represent particular lines of business (such as wirehouses or banks) or product lines (such as mutual funds or annuities), or any other meaningful division for which you need to support distinct sets of territories. Categories include as many named territories as you need to identify sales responsibilities. Named territories are often geographical in nature, but can also include channel/subchannel definitions and firm associations. Applicability also affects office and rep/partnership/team territory assignments: if a territory category is applicable to a firm, then entities associated with that firm can be assigned to territories in that category; but if the category is not applicable to a firm, then associated entities are not assigned to a defined territory in it, but are instead flagged "Not Applicable" for the category.. You can display data for a single territory category at a time, using the dropdown on this tab.	Using the Sales Reporting persona, select Regional Managers from the Tracking menu. Or select in the universal menu, and then select Regional Managers under Sales. See Tracking Sales for more about this and other options for seeing summarized sales.
Reps tab, Home View page Lists all repsA rep is perhaps the most important contact connection in the intermediary business hierarchy. Each rep is an individual who sells funds and is affiliated with an office (and through the office, with a broker/dealer firm). Reps may also be referred to as "financial advisors." Possibly the most critical information you can track for reps are aliases, also known as trading IDs. Aliases are the IDs that associate transactions and assets with each rep. If you need to write queries or reports: The primary data for reps is stored in the Contact and Rep Profile tables. The Rep Alias table stores trading IDs associated with reps., partnershipsA partnership is a contact connection in the intermediary business hierarchy, though it is really a name for a group of reps working together to sell one or more products. A partnership, sometimes called a rep partnership, is treated as a special type of rep: this means that most of the tools for working with reps may be used to work with partnerships as well. Most views of transactions associated with an individual rep generally don't include transactions or parts of transactions that the rep may have cleared as part of a partnership. Instead, these kinds of trades are listed only for the rep partnership. Each member's portion of rep partnership sales data is always based on the percentages currently assigned to each member; no long-term historical information about percentages is maintained. SalesConnect does not store any calculated trade or asset values based on rep partnerships. If you need to write queries or reports: The primary data for partnerships is stored in the Contact, Rep Partnership, and Rep Profile tables. The Rep Alias table stores trading IDs associated with partnerships as well as reps., and teamsA team is a contact connection, though it is really a group of individuals working together to achieve a common sales goal; a team may include reps and rep partnerships from the office with which the team is associated, but it can also office contacts and non-producing reps who support team sales efforts. that you can view; some operators can only see data related to the territory or region to which they are assigned. You can select a link to see details for a listed record.	There's no direct equivalent for this tab; a giant list of every rep in SalesConnect took a very long time to load and was far too large to be useful. You can search for the reps you want, though, using the Connections menu: Select Contacts from the Connections menu. Or select in the universal menu, and then Contact Search under Contacts. See Searching for Connections for complete instructions.
Territories tab, Home View page Intended for sales operators, displays summary data for sales and redemptions, as well as assets, by key periods, for each territory within a territory category. You can display data for a single territory category at a time, using the dropdown on this tab.	Using the Sales Reporting persona, select Territories from the Tracking menu. Or, select in the universal menu, and then select Sales By Territory under Sales. See Tracking Sales for more about this and other options for seeing summarized sales.
STT Confirmation tab, Home View page For operations operators, lists trades manually flagged as potential short-term trades and those potential short-term trades whose short-term status has been reversed, if those status changes were made by unauthorized operators. You can select a link to confirm or reject a record.	Using the Data Operations persona, select Short-Term Trade Confirmation from the Data Management menu. Or select in the universal menu, and then select Short-Term Trade Confirmation under Trades. See Handling Potential Short-Term Trade Confirmations for details.
Trades tab, Home View page Allows you to search for trades with values greater than a specific amount during a specific time period, and then view the results.	There is no direct equivalent of the Trades tab in the new SalesConnect. We recommend simply searching for trades: Select in the universal menu, and then select Trade Search under Trades. See Searching for Trades for steps for that task.
Wholesalers tab, Home View page Intended for sales operators, displays summary data for sales and redemptions, as well as assets, by key periods, for each external wholesaler assigned to one or more territories within a territory category. You can display data for a single territory category at a time, using the dropdown on this tab.	Using the Sales Reporting persona, select Wholesalers from the Tracking menu. Or, select in the universal menu, and then select Wholesalers under Sales. See Tracking Sales for more about this and other options for seeing summarized sales.

Navigation Bar

This section details where to find options that were available in the navigation bar in older versions.

Navigation Bar Buttons

These are buttons that were available in the navigation bar in older versions.

Old Nav Bar button | page	In the new SalesConnect
Logo	The logo at the top left of every page still takes you back to your home page in SalesConnect.
Navigation | Navigation bar menu	Menus replace the navigation bar in the new SalesConnect. See Navigation at a Glance for more information about these menus.
History | Page history list	Select in the universal menu at the top of every page, select the type of record you want, and then select the specific record you want to see.
Bookmarks | Bookmarks list	Select the Welcome menu at the top of any page, select Bookmarks, and then select the bookmark you want. (To bookmark a page: Select in the universal menu at the top of the page. You can change the suggested bookmark name in the displayed popup, and then select Save. To remove a bookmark: In the universal menu at the top of a bookmarked page, select . Select Delete on the popup.)
	Select the Welcome menu at the top of any page, and then select Log Off.
	Select in the universal menu at the top of every page or select Help in the page footer.

Master Firms

These are pages that were available from the Master FirmsA master firm is a connection associated with intermediary business, an optional top-level organization in the intermediary asset management hierarchy, one step above broker/dealer firms. Each master firm may have one or more firms affiliated with it, and through these firms, may also have affiliations with offices and reps. A master firm may have associated master firm contacts, as well. If you need to write queries or reports: The primary data for master firms is stored in the Master Firm table. section of the navigation bar. In many cases, the same page may be included in the new SalesConnect; in others, a new page replaces the old one.

Old Nav Bar Option | Page	In SalesConnect
Add | Add Master Firm	Using the Data Operations or Sales Reporting persona, select Master Firms from the Connections menu, and then select Add Master Firm. Or select in the universal menu, and then select Add Master Firm under Master Firms. See Adding a Master Firm for full details.
Search | Master Firm Search	Using the Data Operations or Sales Reporting persona, select Master Firms from the Connections menu. Or select in the universal menu, and then select Master Firm Search under Master Firms. See Searching for Connections for full details.
QueriesA query is a special type of saved search for connections or other data in SalesConnect, created with a SalesConnect query tool rather than a standard search page. When you create a query, you select query criteria based on familiar field names from the interface; the criteria you specify are transformed behind the scenes into the appropriate SQL statements. | Master Firm Saved Queries	Using the Data Operations or Sales Reporting persona, select Master Firms from the Connections menu, select Master Firms from the Connections menu, and then select Queries. Or select in the universal menu, and then select Master Firm Queries under Master Firms. See Searching for Connections for full details.
History | Master Firm History	Select from the universal menu at the top of every page, and then select the master firm you want from the list shown for the Master Firms option. See Display a page from your history.
Contact Search | Master Firm ContactA master firm contact is a Contact connection associated with intermediary business, an individual affiliated with a master firm. Master firm contacts may need to be tracked because they provide key support services. A master firm contact is not a rep; that is, a master firm contact does not sell mutual funds. Search	All contacts are now searched using the same tool. Using the Data Operations or Sales Reporting persona, select Contacts from the Connections menu; to search only for master firm contactsA firm contact is a contact connection associated with intermediary business, an individual affiliated with a broker/dealer firm who is not a rep. That is, a firm contact does not sell mutual funds, but does need to be tracked because he or she provides key support services., choose only Master Firm Contact in the Snapshots field on the Contact Search page. You can also display the Contact Search page with the sitemap: Select in the universal menu, and then select Contact Search under Contacts. See Searching for Connections for full instructions.

Firms

These are pages that are available from the Firms section of the navigation bar. In many cases, the same page may be included in the new SalesConnect; in others, a new page replaces the old one. .

Old Nav Bar Option | Page	In SalesConnect
Add | Add Firm	Using the Data Operations or Sales Reporting persona, select Firms from the Connections menu, and then select Add Firm. Or select in the universal menu, and then select Add Firm under Firms. See Adding a Firm for full details.
Search | Firm Search	Using the Data Operations or Sales Reporting persona, select Firms from the Connections menu. Or select in the universal menu, and then select Firm Search under Firms. See Searching for Connections for full details.
Queries | Firm Saved Queries	Using the Data Operations or Sales Reporting persona, select Firms from the Connections menu, and then select Queries. Or select in the universal menu, and then select Firm Queries under Firms. See Searching for Connections for full details.
History | Firm History	Select from the universal menu at the top of every page, and then select the firm you want from the list shown for the Firms option. See Display a page from your history.
Contact Search | Firm Contact Search	All contacts are now searched using the same tool. Using the Data Operations or Sales Reporting persona, select Contacts from the Connections menu; to search only for firm contacts, choose only Firm Contact in the Snapshots field on the Contact Search page. You can also display the Contact Search page with the sitemap: select in the universal menu, and then select Contact Search under Contacts. See Searching for Connections for full instructions.

Offices

These are pages that are available from the Offices section of the navigation bar. In many cases, the same page may be included in the new SalesConnect; in others, a new page replaces the old one.

Old Nav Bar Option | Page	In SalesConnect
Search | Office Search	Using the Data Operations or Sales Reporting persona, select Offices from the Connections menu. Or select in the universal menu, and then select Office Search under Offices. See Searching for Connections for full details.
Queries | Office Saved Queries	Using the Data Operations or Sales Reporting persona, select Offices from the Connections menu, and then select Queries. Or select in the universal menu, and then select Office Queries under Offices. See Searching for Connections for full details.
History | Office History	Select from the universal menu at the top of every page, and then select the office you want from the list shown for the Offices option. See Display a page from your history.
Contact Search | Office ContactAn office contact is a contact connection in the intermediary business hierarchy, an individual affiliated with an office who is not a rep; that is, an office contact does not sell mutual funds, but does need to be tracked because he or she provides key support services. Search	All contacts are now searched using the same tool. Using the Data Operations or Sales Reporting persona, select Contacts from the Connections menu; to search only for office contacts, choose only Office Contact in the Snapshots field on the Contact Search page. You can also display the Contact Search page with the sitemap: Select in the universal menu, and then select Contact Search under Contacts. See Searching for Connections for full instructions.

Reps

These are pages that are available from the Reps section of the navigation bar. In many cases, the same page may be included in the new SalesConnect; in others, a new page replaces the old one.

Old Nav Bar Option | Page	In SalesConnect
Search | Rep Search	All contacts—including reps, rep partnerships, and teams—are now searched using the same tool. Using the Data Operations or Sales Reporting persona, select Contacts from the Connections menu; to search only for reps, choose only Rep in the Snapshots field on the Contact Search page. You can also display the Contact Search page with the sitemap: Select in the universal menu, and then select Contact Search under Contacts. See Searching for Connections for full details.
Advanced Search | Rep Advanced Search	The Contact Search tool is now much more powerful than in earlier versions, so there's no longer an advanced version of it. Using the Data Operations or Sales Reporting persona, select Contacts from the Connections menu. Or select in the universal menu, and then select Contact Search under Contacts. See Searching for Connections for full details.
Queries | Rep Saved Queries	Using the Data Operations or Sales Reporting persona, select Contacts from the Connections menu, and then select Queries. Or select in the universal menu, and then select Contact Queries under Contacts. The Contact Saved Queries page is shown. See Searching for Connections for full details.
History | Rep History	All contacts—including reps, rep partnerships, and teams—are now treated as a single large group. Using the Data Operations or Sales Reporting persona, select from the universal menu at the top of every page, and then select the individual you want from the list shown for the Contacts option. See Display a page from your history.

Sales Contacts

These are pages that are available from the Sales Contacts section of the navigation bar. In many cases, the same page may be included in the new SalesConnect; in others, a new page replaces the old one.

Old Nav Bar Option | Page	In SalesConnect
Add| Add Sales Contact	Using the Data Operations or Sales Reporting persona, select Contacts from the Connections menu; to search only for sales contactsA sales contact is a person affiliated with your company who is responsible for working with reps to encourage sales of your products. Sales contacts may be National Sales Managers, Regional Sales Managers, Internal Wholesalers or External Wholesalers. Some of the key functionality in SalesConnect revolves around tracking sales data for the territories and/or regions to which sales contacts are assigned., choose only Office Contact in the Snapshots field on the Contact Search page. You can also display the Contact Search page with the sitemap: select in the universal menu, and then select Contact Search under Contacts. Then, select Add Sales Contact. See Adding a Sales Contact for full details.
Search | Sales Contact Search	All contacts are now searched using the same tool. Using the Data Operations or Sales Reporting persona, select Contacts from the Connections menu; to search only for office contacts, choose only Sales Contact in the Snapshots field on the Contact Search page. You can also display the Contact Search page with the sitemap: Select in the universal menu, and then select Contact Search under Contacts. See Searching for Connections for full details.

Accounts

These are pages that are available from the Accounts section of the navigation bar. In many cases, the same page may be included in the new SalesConnect; in others, a new page replaces the old one.

Old Nav Bar Option | Page	In SalesConnect
Search | Account Search	Using the Data Operations persona, select Accounts from the Financials menu. Or select in the universal menu, and then select Account Search under Accounts. See Searching for Accounts for full details.
Search | Account Value Search	Using the Data Operations persona, select Account Values from the Financials menu. Or select in the universal menu, and then select Account Value Search under Accounts. See Searching for Account Values for full details.
Queries | Account Saved Queries	Using the Data Operations persona, select Accounts from the Financials menu, and then select Queries. Or select in the universal menu, and then select Account Queries under Accounts. See Searching for Accounts for steps for creating queries.
History | Account History	Select from the universal menu at the top of every page, and then select the account you want from the list shown for the Account option. See Display a page from your history.

Utilities

These are pages that are available from the Utilities section of the navigation bar. In many cases, the same page may be included in the new SalesConnect; in others, a new page replaces the old one.

Old Nav Bar Option | Page	In SalesConnect
Labels | Label List	Using the Administration persona, select Labels from the Feature Configuration menu. Or; using the Sales Reporting persona, select Labels from the Configuration menu. Or, select in the universal menu, and then select Label List under Labels. See Defining Labels for more information.
Operator Preferences | Operator Preferences	Select the Welcome menu at the top of any page, and then select Preferences. See Set your preferences for details.
Operation Queue | Operation Queue	Select Operation Queue from the Welcome menu. See Check the Operation Queue (part of General Tips) for details. Alert History is another way to view your recently requested operations. Alert History allows you to review not only active alerts but recent ones that are no longer shown in the Alerts widget. Select Alert History from the links in the footer or from the Welcome menu to see this history. See Review alerts (part of General Tips) for details.
My Security Rules | My Security Rules	Select the Welcome menu at the top of any page, select Preferences, and then select Security Rules. See Manage your security rules for more information.
Import File | Import File	Now the Manage Imports page. Using the Data Operations persona, select Data Import from the Data Management menu. Or select in the universal menu, and then select Data Import under Import. See Importing Data for more information.
Upload Trade/Asset Files | Upload Trade/Asset Files	Using the Data Operations persona, select Upload Trade/Asset Files from the Data Management menu. Or select in the universal menu, and then select Upload Trade/Asset Files under Feeds. See Realigning Territories on Historical Trades for details.

Utilities > Trades

These are pages that are available from the Utilities > Trades section of the old navigation bar.

Old Nav Bar Option | Page	In SalesConnect
Add | Add Trade	Using the Data Operations persona, select Trades from the Financials menu, and then select Add Trade on the Trade Search page. Or you can display the Trade Search page using the sitemap: Select in the universal menu, and then select Trade Search under Trades. For details, see Adding a Trade.
Search | Trade Search	Using the Data Operations persona, select Trades from the Financials menu. Or, select in the universal menu, and then select Trade Search under Trades. For details, see Searching for Trades.
Queries | Trade Saved Queries	Using the Data Operations persona, select Trades from the Financials menu, and then select Queries. Or, select in the universal menu, and then select Trade Queries under Trades. For details, see Searching for Trades.
Realign Historical | Realign Historical Trades	Using the Data Operations persona, select Realign Historical Trades from the Data Management menu. Or select in the universal menu, and then select Realign Historical Trades under Trades. See Realigning Territories on Historical Trades for details.

Data Management

These are pages that are available from the Data Management section of the navigation bar. In many cases, the same page may be included in the new SalesConnect; in others, a new page replaces the old one.

Old Nav Bar Option | Page	In SalesConnect
Client Updates | Client Updates	Using the Data Operations persona, select Client Updates from the Data Management menu. Or, select in the universal menu, and then select Client Updates under Universal Dealer. See Handling Client Updates for details.
Latest Feeds | Latest Feeds	Using the Data Operations persona, select Latest from the Resolution menu. Or, select in the universal menu, and then select Latest Feeds under Feeds. See Reviewing Feed Statistics for details.
Transaction Archive Search | Transaction Archive Search	Using the Data Operations persona, select Transaction Archive Search from the Resolution menu. Or, select in the universal menu, and then select Transaction Archive Search under Feeds. See Handling Trade and Asset Archive Errors for details.
Asset Archive Search | Asset Archive Search	Using the Data Operations persona, select Asset Archive Search from the Resolution menu. Or, select in the universal menu, and then select Asset Archive Search under Feeds. See Handling Trade and Asset Archive Errors for details.
Resolution ListA resolution list is a list of valid values for a particular field (property) related to resolving transactions or assets in SalesConnect. That is, a resolution list is a special type of validation list; entries in many resolution lists not only define valid field entries, but also may define filter rules that determine how incoming transactions and assets are handled in SalesConnect. Editor | Resolution List Editor	Using the Data Operations persona, select Lists from the Resolution menu. Or, select in the universal menu, and then select Resolution List Editor under Resolution. See Maintaining Resolution Lists for details. The Transaction Account Rule Definition list has been moved to its own management utility. Using the Data Operations persona, select Rule Definitions from the Resolution menu. Or, select in the universal menu, and then select Rule Definitions under Feeds. See Maintaining Transaction Account Rules for details.
Recently Added Firms | Recently Added Firms	Using the Data Operations persona, select Recently Added Firms from the Data Management menu. Or, select in the universal menu, and then select Recently Added Firms under Firms. See Handling Recently Added Firms for steps.
Territory Categories | Territory Categories	Using the Administration persona, select Territories from the Business Rules menu. Or, select in the universal menu, and then select Territory Categories under Territories. See Configuring Territories for a list of topics related to setting up and maintaining categories and territory rules.
Feed Repository | Feed Repository	Using the Data Operations persona, select Feed Repository from the Data Management menu. Or, select in the universal menu, and then select Feed Repository under Feeds. See Using the Feed Repository for details.

Data Management > Maintenance History

These are pages that are available from the Data Management > Maintenance History section of the old navigation bar.

Old Nav Bar Option | Page	In SalesConnect
Firm Entity Search | Firm Entity Maintenance History Search	Using the Data Operations persona, select Firm Entity from the Maintenance History menu. Or, select in the universal menu, and then select Firm Entity Maintenance History Search under Audit. See Reviewing Maintenance History for details.
Firm AliasAn alias is a trading ID for a intermediary connection (broker/dealer firm, office and/or rep or rep partnership). An office alias must be associated with a single, specific firm-level trading ID. A rep alias must be associated with a single, specific firm trading ID and a single, specific office trading ID. Each tracked trade is linked to a single specific set of aliases; most trades will be associated with a firm, office and rep alias, but some may be associated only with a firm and/or office alias, if the trades were not resolved to the rep level. If you need to write queries or reports: The primary data for aliases is stored in the Firm Alias, Office Alias, and Rep Alias tables. Search | Firm Alias Maintenance History Search	Using the Data Operations persona, select Firm Alias from the Maintenance History menu. Or, select in the universal menu, and then select Firm Alias Maintenance History Search under Audit. See Reviewing Maintenance History for details.
Office Entity Search | Firm Entity Maintenance History Search	Using the Data Operations persona, select Office Entity from the Maintenance History menu. Or, select in the universal menu, and then select Office Entity Maintenance History Search under Audit. See Reviewing Maintenance History for details.
Office Alias Search | Firm Entity Maintenance History Search	Using the Data Operations persona, select Office Alias from the Maintenance History menu. Or, select in the universal menu, and then select Office Alias Maintenance History Search under Audit. See Reviewing Maintenance History for details.
Rep Entity Search | Firm Entity Maintenance History Search	Using the Data Operations persona, select Rep Entity from the Maintenance History menu. Or, select in the universal menu, and then select Rep Entity Maintenance History Search under Audit. See Reviewing Maintenance History for details.
Rep Alias Search | Firm Entity Maintenance History Search	Using the Data Operations persona, select Rep Alias from the Maintenance History menu. Or, select in the universal menu, and then select Rep Alias Maintenance History Search under Audit. See Reviewing Maintenance History for details.
Trans Acct Rule Def Search | Transaction Account Rule Definition Maintenance History Search	Using the Data Operations persona, select Rule Definition from the Maintenance History menu. Or, select in the universal menu, and then select Rule Definition Maintenance History Search under Audit. See Reviewing Maintenance History for details.

Data Management > Feed Management

These are pages that are available from the Data Management > Feed Management section of the old navigation bar.

Old Nav Bar Option | Page	In SalesConnect
Transactions | Feed Management Transactions	Using the Data Operations persona, select Transaction Feeds from the Resolution menu. Or, select in the universal menu, and then select Feed Management Transactions under Feeds. See Handling Trade and Asset Archive Errors for more information.
Assets | Feed Management Assets	Using the Data Operations persona, select Asset Feeds from the Resolution menu. Or, select in the universal menu, and then select Feed Management Assets under Feeds. See Handling Trade and Asset Archive Errors for more information.
Other | Feed Management Other	The Feed Management Other page has no direct equivalent in the new SalesConnect; this page was no longer used in more recent versions of SalesConnect, so it hasn't been converted.

Analytics

These are pages that are available from the Analytics section of the old navigation bar.

Old Nav Bar Option | Page	In SalesConnect
Business Analytics | Business Analytics Saved Queries	Using the Administration persona, select Analytics from the Feature Configuration menu. Or, select in the universal menu, and then select Analytics Queries under Analytics. See Creating an Analytics Query for more information.

Reports

These are pages that are available from the Reports section of the old navigation bar.

Old Nav Bar Option | Page	In SalesConnect
Request Report | Request Report	Using the Sales Reporting persona, select Request from the Reports menu. Or, select in the universal menu, and then select Request Report under Reports. See Requesting a Report for more.
Generated Reports | Generated Reports	Using the Sales Reporting persona, select Generated from the Reports menu. Or, select in the universal menu, and then select Generated Reports under Reports. See Using Generated Reports for more.
My Requests | My Requests	Using the Sales Reporting persona, select My Requests from the Reports menu. Or, select in the universal menu, and then select My Report Requests under Reports. See Checking on Your Report Requests for more.

Reports > Report Settings

These are pages that are available from the Reports > Report Settings section of the old navigation bar.

Old Nav Bar Option | Page	In SalesConnect
Manage Report Settings | Manage Report Settings	Using the Sales Reporting persona, select Settings from the Reports menu. Or, select in the universal menu, and then select Manage Report Settings under Reports. See Managing Report Settings for more.

Reports > Report Administration

These are pages that are available from the Reports > Report Administration section of the old navigation bar.

Old Nav Bar Option | Page	In SalesConnect
Report Types | Report Types	Report types are now managed in the validation listA validation list is a list of valid values for a particular field (property). The values included in many lists can be maintained in SalesConnect. Report Type. Using the Administration persona, select Validation Lists from the System menu. Or, select in the universal menu, and then select Validation List Editor under Administration, Authentication, and Authorization. See Maintaining Validation Lists for general steps.
Public Folders | Public Folders	Public folders for reports are now managed in the validation list Report Public Folder. Using the Administration persona, select Validation Lists from the System menu. Or, select in the universal menu, and then select Validation List Editor under Administration, Authentication, and Authorization. See Maintaining Validation Lists for general steps.
Report Requests | Report Requests	Using the Sales Reporting persona, select Manage Requests from the Reports menu. Or, select in the universal menu, and then select Manage Report Requests under Reports. The Requests tab of the displayed Report Requests page lists recent report requests. See Managing Report Requests for more.
Scheduled Reports | Scheduled Report Requests	Using the Sales Reporting persona, select Manage Requests from the Reports menu. Or, select in the universal menu, and then select Manage Report Requests under Reports. The Scheduled tab of the displayed Report Requests page lists scheduled report requests. See Managing Report Requests for more.

Administration

These are pages that are available from the Administration section of the old navigation bar.

Old Nav Bar Option | Page	In SalesConnect
Validation List Editor | Validation List Editor	Using the Administration persona, select Validation Lists from the System menu. Or, select in the universal menu, and then select Validation List Editor under Administration, Authentication, and Authorization. See Maintaining Validation Lists for more information.

Administration > Authorization

These are pages that are available from the Administration > Authorization section of the old navigation bar.

Old Nav Bar Option | Page	In SalesConnect
Roles | Role List	Using the Administration persona, select Roles from the Authorization menu. Or, select in the universal menu, and then select Role List under Administration, Authentication, and Authorization. See Managing Roles for more information.
Operators | Operators	Using the Administration persona, select Operators from the Authorization menu. Or, select in the universal menu, and then select Operator List under Administration, Authentication, and Authorization. See Managing Operators for more information.
Security Rules | Security Rules	Using the Administration persona, select Rules from the Authorization menu. Or, select in the universal menu, and then select Security Rules under Security. See Managing Security Rules for more information.