Reviewing Maintenance History
A history of maintenance operations (updates, merges, deletions, etc.) performed for aliases, , and transaction account rule definitions is maintained in SalesConnect, so that it's easy to review those changes.
In addition to the using the steps below, you can use the Maintenance History tab on an individual connection's detail page to see maintenance events associated with that connection or its aliases.
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Using the Data Operations , select the option on the Maintenance History menu that represents the type of maintenance history you'd like to review. Or, select , and then select the option under Audit that represents the type of maintenance history you'd like to review.
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On the displayed Maintenance History Search page, choose a saved search or create a new search.
Use a saved search
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Select Load Search, and then select an option to list saved searches in a popup:
- Private to choose from searches saved for your use only.
- Public to choose from searches saved for everyone.
- Shared to choose from searches available to specific groups.
- Select for the search you want. Criteria from the search are loaded. You can change them if necessary. If you do and you want to save the search:
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Select Save Search, then use the Save Search dialog to name it and select a security type for it:
- Private if for your use only.
- Public if for all operators. (You may not have this option.)
- Shared if for just a specific group, and then pick a or define a new one including the needed or operators.
- Select Save on the Save Search dialog. The search is now available using the Load Search option.
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When ready, select Search on the Search page. Search results are displayed.
- You can select Criteria Applied to show the search (blue) and sort (green). You can select X for any to remove it.
- You can select Back to Criteria to add to or change the search criteria.
- You may be able to use tools to print or export the displayed results or to perform other tasks. See Table Tips for more information.
- You can select a link to display the appropriate detail page.
Create a new search
- If criteria from an earlier search are shown and you don't want to use them, you can select Clear All, or select Criteria Applied, and then X for items to clear them.
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Type or select criteria to include in the search.
Tips
- Status can be used to select only deletions that have been or are being reversed, as well as those that are completed or in process.
- Suggested values may be shown as you type; you can select a suggestion or continue typing.
- For paired fields separated by To, you can search using a range: The first (from) value must be lower than the second (to) value.
- For some fields, you can select to display a popup you can use to select a date.
- For some fields, you can select to display a popup you can use to select a time.
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If you want to save the search:
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Select Save Search, then use the Save Search dialog to name it and select a security type for it:
- Private if for your use only.
- Public if for all operators. (You may not have this option.)
- Shared if for just a specific group, and then pick a security rule or define a new one including the needed roles or operators.
- Select Save on the Save Search dialog. The search is now available using the Load Search option.
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When ready, select Search on the Search page. Search results are displayed.
- You can select Criteria Applied to show the search (blue) and sort criteria (green). You can select X for any criterion to remove it.
- You can select Back to Criteria to add to or change the search criteria.
- You may be able to use tools to print or export the displayed results or to perform other tasks. See Table Tips for more information.
- You can select a link to display the appropriate detail page.
- Select a link to display an appropriate Maintenance History Detail page where you can review all details for the record.