During Association Cleanup, InterAction keeps a record of what it did and the changes made to your data. You can review this record to ensure that no unexpected changes were made.
InterAction records a log file of all actions taken and creates an activity for each change in which InterAction-associated items did not match exactly.
Association Cleanup Log File
The Association Cleanup log file is a text file that you can review with any text editor. You can give it a name and location in the Association Cleanup - Results dialog box.
The log file includes the following:
- Login ID, user name, and date the process was run
- All Association Cleanup configuration options you selected, such as the options you selected in the Association Cleanup Configuration - Contacts & Activities panel
- Each contact processed. For each of the contacts, the log file includes the following:
- Person name and internal ID
- Company Name and Also Known As
- Action taken and description (for example, “Contact associated by system: one exact matching company found”)
- Original contact data, if an association was made and the items did not match exactly (for example, Union Chemical vs. Union Chem)
- Each phone and address processed. For each of these phones and addresses, the log file includes the following:
- Person name and internal ID
- Company Name and Also Known As
- Action taken and description (for example, “Address associated by system: one exact matching address found”)
- Original contact data, if an association was made and the items did not match exactly (for example, 100 Madison Street vs. 100 Madison St.)
- Number of items processed and changed during the process
Association Cleanup Activities
Unlike the log file, which tracks all actions taken during Association Cleanup, Retained Data activities are only generated when InterAction creates an association between items that do not exactly match. The generated activity saves the information that was replaced by the association so that you can review it and ensure that the change was correct.
When you start Association Cleanup, InterAction provides the option of creating activities. You can review and delete these activities as you would any activities that you or others at your organization create.
The fields of each generated activity are completed as follows:
- Date is today’s date.
- Originator is your account name.
- Activity Type is the type defined by the system administrator for generated Association Cleanup activities.
- Summary varies depending on why the activity was generated.
- Activity Notes contains the information that was replaced during association. For example, if a person with “Union Chem” in the company name is associated with the company “Union Chemical,” the Activity Notes field will contain the original company name “Union Chem.”
- Visibility is global.
Changing the Activity Type Summary in the Web Client for Association Cleanup
When Association Cleanup replaces information on a contact, an activity and activity summary are created and saved to the database for the contact. The summary is also displayed in InterAction Windows Client and InterAction Web Client. If you would like to display a customized summary message to your Web Client users, perform the following steps:
- If it is open, close InterAction Windows Client.
- In InterAction Administrator, double-click Activity Type.
Edit the activity type that you are using for Association Cleanup.
Use a dedicated activity type for Association Cleanup.
- If you wish to test this immediately, you need to refresh the Application Server cache.
This change does not affect what is stored in the database or what is displayed in the InterAction Windows Client.