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To set your Named Accounts, navigate to Personal Settings > Personal, and scroll down the Named Accounts section. |
Save/Load/Edit DataSpring search
You have the option to save your search so you can use it next time without having to choose from all of the fields again. To save a search, enter your search criteria and then use the Save Search Criteria option as shown here:
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Once it is saved, you can load the criteria again by using the Load Saved Search option:
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Following are the security profile permissions available for this:
Use Search Criteria - Only allows the user to use existing searches if they have this permission.
Manage Search Criteria - Only allows the user to add/edit/delete search criteria if they have this permission.
The search is saved on the customer level, so, any saved search will be visible to any other user if they have permission.
Reviewing Transactions
You can review transactions to see what data has been imported and by which user. To view logs for DataSpring, navigate to Reports > System > DataSpring Logs.
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