Manage data

Manage data Set up duplicate detection rules to keep your data clean Run bulk system jobs to detect duplicate records Turn duplicate detection rules on or off for the whole organisation Delete bulk records View and take action on bulk deletion jobs Monitor and manage system jobs Send bulk email to customers Add or remove […]

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Create or edit a rollup query

Create or edit a rollup query Use the rollup query to gather data about a given goal, including all its related goals, in one view. Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customiser security role or equivalent permissions. ¬†Check your security role a. Follow the steps in […]

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