Use the General tab to view the history of data transfers from GovWin IQ.
Contents
| Field | Description |
|---|
| Web Service Calls - Log Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Clear Log
|
Select this option to clear all entries from the displayed log of GovWin IQ Web Service runs. When you select this option,
Ajera CRM displays a message asking you to confirm the action:
- Click
Yes to proceed with the removal of all logs.
- Click
No to cancel the removal of all logs. No logs will be deleted.
|
| Call Date
|
This column displays the date and time you ran the transfer of data from GovWin IQ.
|
| New Records
|
This column displays the number of new records transferred from GovWin IQ.
|
| Updated Records
|
This column displays the number of changed/updated records transferred from GovWin IQ.
|
| User
|
This column displays the
Ajera CRM user who ran the transfer (for example, ADMIN).
|
| Message
|
If any errors or warning conditions occur during the data transfer, they display in this column. If the import finishes without errors or warnings, the
Message column displays two completion confirmation messages, one for the import of opportunities from GovWin IQ and a second for a process that checks for
Ajera CRM opportunities that should be synchronized with GovWin IQ opportunities but for some reason are not. This second process should seldom, if ever, need to update data.
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