Module 9 covers the essential tools you need to manage your database health, streamline bulk data entry, and monitor system activity and security. These administrative functions ensure your system remains clean, accurate, and well-maintained over time.
Here is a quick summary of what you will learn in this module:
Importing and Exporting Data: You will learn how to save time by importing large lists of entities (Vendors, Clients, and Other Names) into FastFund using formatted CSV templates. You will also see how to export your database for external mail merges or analysis.
Managing Duplicate and Merged Names: To keep your shared entity database clean, you will discover how to run reports that identify potential duplicate names or shared email addresses. You will also learn the safe way to merge duplicate records so that all transaction history and notes are consolidated into a single record before the duplicate is deleted.
Filters, Email Logs, and Audit Logs: You will explore how to create powerful custom Report Filters using specific criteria and logic to extract exactly the data you need for reporting. Additionally, you will learn how to monitor system communications via Email Logs and how to use the comprehensive Audit Log to track user activity, providing a complete trail for internal controls.
By the end of this module, you will have the skills to maintain a clean and reliable database, handle data migrations, and oversee system security.