Plan Execution
Who Can Load Saved Queries?
Only full and limited admins can load saved queries. You can also hide transactions from limited admins by editing workspace security settings. To learn more about different roles, click here. To learn more about limited admins, click here.
How Can I Load A Saved Query?
Here are the steps to load a saved query: Login to your workspace On the left pane, click on "Transactions > All Transactions" Search for transactions (more details) Click on the menu dropdown at the top right (next to "Save Query") Select "Load ...
How Can I Delete A Saved Query?
Here are the steps to delete a saved query: Login to your workspace On the left pane, click on "Transactions > All Transactions" Load the query you want to delete (more details) Click on the menu dropdown at the top right (next to "Save Query") ...
How Can I Create A Saved Query?
Here are the steps to create a saved query: Login to your workspace On the left pane, click on "Transactions > All Transactions" Search for transactions (more details) Click on "Save Query" in the top right corner Provide a name for the saved query ...
What Is A Saved Query?
A saved query allows you to build a transaction filter, and re-use it later. You can use saved queries to: View specific transactions (ex: status = "won") without having to rebuild the filter each time Filter transactions to be applied to a plan (ex: ...
Who Can Import, Edit, Or Delete Transactions?
Only full admins can import, update, or delete transactions. Limited admins cannot import, update, or delete transactions. You can also hide transactions from limited admins by editing workspace security settings. To learn more about different roles, ...
How Are Currencies Handled?
Sales Cookie in designed to handle currencies in every aspect of your sales incentive program including: Converting between different currencies found in various sales transactions Assigning rewards to users based on their own currency settings ...
How Can I Delete A Transaction?
Login to your workspace On the left pane, click on "Transactions > All Transactions" Search for a transaction (more details) Click on the transaction row Click on "Delete" The transaction will be deleted Impact on Credits When you delete a ...
How Can I Export Transactions?
Here are the steps to export transactions: Login to your workspace On the left pane, click on "Transactions > All Transactions" Search for transactions (more details) Customize field display to include columns you want in your export (more details) ...
How Can I Bulk-Delete Transactions?
Here are the steps to bulk-delete transactions: Login to your workspace On the left pane, click on "Transactions > All Transactions" Search for transactions This searches all mapped fields For advanced searches (recommended for deletions) Click on ...
How Can I View / Search For Transactions?
For best practices searching transactions, click here. Here are the steps to view or search for transactions: Login to your workspace On the left pane, click on "Transactions > All Transactions" Click on the "All Transactions" tab (if needed) Search ...
How Many Transactions Can I Have?
We will store the most recent 100,000 transactions for every workspace. Once this limit has been reached, transactions will be deleted (permanently) - starting with the oldest ones. If this is an issue, please contact our support team to request ...
Why Are Certain Mappings Not Available?
Applicability This warning applies to the following situation: You are importing transactions and mapping fields. However, for some fields, all mapping categories are not listed. Impact You are unable to map all fields to desired categories, ...
How Are Duplicate Transactions Prevented?
Duplicate transactions are dangerous because they can cause double-crediting and overpayment of sales incentives. We provide different ways to protect against duplicate transactions. For transactions having been imported with a "Unique ID" field: We ...
How Does The Crediting Engine Work?
The crediting engine processes transactions to credit users or teams - so as to measure sales performance. For each plan, you can choose whether you want to measure sales performance by individual or by team. If you measure performance by individual, ...
What Are The Effects Of Duplicate Aliases?
You should avoid duplicate aliases as they prevent proper crediting of transactions to users or teams. Duplicate user aliases are problematic in the following scenario: A transaction refers to the duplicate user alias in a field mapped as a "credit ...
Why Is There No Resolve Button For Some System Alerts?
Some system alerts are informational and do not need to be investigated because they indicate success. When this is the case, there is no "Resolve" button - only a "Dismiss" button. To learn more about who can dismiss / resolve alerts, click here.
How Can I View Dismissed / Resolved Alerts?
Here are the steps to view dismissed or resolved system alerts: Login to your workspace On the left pane, click on "Dashboard > Alerts" Click on "View All" (if needed) Select "Dismissed" or "Resolved" on the top bar To learn more about who can ...
Can I Remove An Entry From The Activity Log?
No-one can remove or delete an entry from the activity log. To learn more about how to review system activity, click here.
Why Do I Need To Click On Load More To View More Activities?
Retrieving audit logs is an expensive operation. Allowing an unlimited number of audit logs to be shown may cause performance issues which could affect other customers. For this reason, it is required to click on "Load More" to retrieve more activity ...
How Many Activity Audit Logs Can I Have?
We will store the most recent 100,000 events for every workspace. Once this limit has been reached, audit logs will be deleted (permanently) - starting with the oldest ones. To learn more about how to review system activity, click here.
What Types Of Activities Are Tracked?
Virtually every user action is tracked in the activity log. However, read actions are not shown in the activity log - only actions such as create, update, or delete. To learn more about how to review system activity, click here.
Why Can't I Export Activity Results?
Most activity views across the application do not have the ability to export results. You must go to the "All Activity" page to export results. To learn more about exporting activity results, click here.
How Can I Review System Activity?
Here are the steps to review system activity: Login to your workspace On the left pane, click on "Dashboard > All Activity" Select the type of entity (ex: plans) you want to review on the top bar Select the type of action (ex: deletes) you want to ...
Who Can View System Alerts And Their Details?
Only full and limited admins can view system alerts and their details. However, if the alert is regarding a hidden plan, and the limited admin does not have permission to access the hidden plan, then the alert will be hidden from them as well. To ...
Who Can Resolve / Dismiss System Alerts
Only full admins can resolve / dismiss system alerts. Limited admins cannot resolve / dismiss system alerts. To learn more about different roles, click here. To learn more about limited admins, click here.
What Are System Alerts?
System alerts are generated by the system when you need to be informed of something important. All system alerts have one of the following 3 categories: Information Warning Error Here are a few examples of alerts you may receive: Information - an ...