History Tab

To view information about the previous instances of the process, select the History tab. On this tab, you can view records of the previous instances the process was run. For each instance, you can view its status, the status message generated for it, the user who ran it, it start and end dates, its duration, the total number of records processed, and the server that handled the process.

To view all process instances of a specific status, select Filter to display the Status field and Apply and Reset buttons. In the Status field, select the status of the processes to display such as “Did not finish,” and select Apply.

On the tab, you can download a comma-separated value (*.csv) file of a previous correspondence output. If you associate a document with the correspondence, you can also select to merge the documents with the selected data fields to generate a previous output in Microsoft Word. You can also clear the results or delete records of previous instances of the process.

You can clear the results of an instance of a correspondence process, such as if you inadvertently run a process with an incorrect selection of constituents. When you clear the results of a process, the program removes the correspondence from the constituents’ Communications pages.

  1. From Marketing and Communications, select Manage correspondence. The Manage Correspondence page appears.

  2. On the Correspondence List tab, select a correspondence process and select Go to process. The status page of the process appears.

  3. On the History tab, select the instance to clear.

  4. Select Clear results. A message appears to confirm the removal of the correspondence from the constituents’ history.

  5. Select Yes. The program removes the correspondence from the selected constituents’ Communications pages. On the status page of the process, the History tab displays “Results cleared” in the Status column for the instance.

To clean up your database, you can remove previous instances of a process from the History tab of its status page.

  1. Open the record of the smart field with the instance to delete. For information about how to access a smart field record, see Smart field record.

  2. Select the History tab.

    Note: You can filter the records in the grid by the status of the process to reduce the amount of time it takes to find an instance of the process. For example, to search for a completed instance, select the funnel icon, select "Completed" in the Status field, and select Apply. Only completed instances appear in the grid.

  3. In the grid, select the status record to delete.

  4. On the action bar, select Delete. A message appears to confirm the deletion of the status record.

  5. Select Yes. You return to the History tab. In the grid, the status record no longer appears.