Searching for Data Change Management Tickets

InterAction provides several methods for quickly finding Data Change Management tickets. You can:

• Run a detailed search that lets you search for tickets by criteria like created date, status, assigned to, contact name, etc.

  See Finding Tickets Using Multiple Search Criteria.

• Find a ticket according to the ticket number.

  See Finding a Ticket by Ticket Number.

• Find open tickets for contacts in a particular folder.

  See Finding Tickets by Folder.

• Find open tickets for contacts found in a saved search.

  See Finding Tickets for Contacts Found in a Saved Search.

NOTE For information on sorting tickets in the By Ticket or By Contact view, see Sorting Data Change Management Tickets.

Finding Tickets Using Multiple Search Criteria

For detailed searching of tickets, you can use the Data Change Management ticket search feature. This feature lets you search by specific ticket information and includes open and closed tickets.

For example:

• Fred Jones is a new user at your organization and recently completed an import. You want to search for all Data Conflict tickets that were initiated by Fred Jones to investigate and resolve those tickets.
• You’ve recently noticed some issues with contacts that Ed Roberts has added to the firm. You want to search for all New Contact tickets initiated by Ed Roberts between June 30 and July 15.

• Jane Smith, a data steward, is overloaded with tickets. You want to search for all User Request tickets assigned to Jane Smith so you can reassign them to someone else.

Search Criteria for Data Change Management Tickets

Criteria	Description
Date Range	Use this to select a date range for the tickets for which you are searching. You can specify the following: • All - search all tickets, regardless of date • Tickets that were Created on a specified date • Tickets that were Created between specified dates • Tickets that were Closed (completed) on a specified date • Tickets that were Closed (completed) between specified dates
Status	Use this to select the status of the ticket. You can choose any of the following statuses: • Submitted • Review • Notify • Outdated • Completed You can select multiple statuses or you can select All to have all statuses selected.
Assigned To	Use this to search for tickets that are currently assigned to a specific Data Change Management user or group. Users that have data manager privileges can choose from all users and groups while users who are not data managers can only choose themselves or groups to which they are members. If you select a user, a check box appears that lets you include groups that contain this user as a member. Selecting this check box will also return any tickets assigned to groups that this user is a member of.
Category	There are eight categories of Data Change Management tickets created: • Contact Type • Data Conflict • Duplicate Contact • Edit • New Contact • Possible Company • Unassociated Company • User Request You can specify to search for tickets of one of these categories or to search for tickets from all categories.
Contact	Use this to search for all tickets that were created for a specific contact. Choose Check Name to find the correct contact name in InterAction. A more efficient way of searching for all tickets for a specific contact is to use By Contact view. See Viewing Tickets by Contact.
Initiated By	Use this to search for tickets that were initiated by a specific user. This will take into account tickets that were initiated by the user’s proxy. The lookup button lets you search for the specific user or the user’s proxy.

Find Data Change Management Tickets Using Multiple Search Criteria

1. Log on to the InterAction Windows Client as a Data Change Management user or a member of a Data Change Management group.

2. From the main window of the Windows Client, choose Tools > Data Change Management Inbox - By Ticket.

3. Choose Ticket > Search.

    

   

4. Enter or select your search criteria on the Search Tickets dialog box and choose OK.

For details on search criteria, see Search Criteria for Data Change Management Tickets.

Finding a Ticket by Ticket Number

To find a specific ticket when you know the ticket number:

1. Log on to the InterAction Windows Client.

2. Choose Tools > Data Change Management Inbox - By Ticket.

3. Choose Ticket > Find Ticket #.

4. Enter the ticket number you want to find and choose OK.

   

Finding Tickets by Folder

The Data Change Management Inbox - By Contact view lets you search for tickets by folder. This feature finds all contacts with open tickets (assigned to you or a group for which you are a member) that are sourced or linked into a particular folder. For example, you can choose to view all open Data Change Management tickets for contacts in the Client Personnel folder.

By default, the By Contact view shows all open tickets for contacts in all folders. To search for contacts with open tickets in a particular folder, select a folder in the Look for drop-down list and choose Find Now.

Finding Tickets by Folder

[A] Choose a folder to search in the Look for drop-down list. By default, this list includes all folders in your Favorites list to which you have Read access rights. To find a different folder, choose Find Folder in the Look for drop-down list.

[B] After choosing a folder in the Look for drop-down list, choose Find Now.

[C] Contacts in the chosen folder with open Data Change Management tickets (assigned to you or a group to which you belong) display.

Find Tickets by Folder

1. Log on to the InterAction Windows Client.

2. Choose Tools > Data Change Management Inbox - By Contact.

3. In the Look for field, choose the folder to search from the drop-down list.

   If you don’t see the folder to search, choose Find Folder from the drop-down list.

4. Choose Find Now.

   If you chose Find Folder in the Look for field, the Find Folder dialog box displays. Specify your search criteria to find the folder. Select the folder from the list and choose OK.

Finding Tickets for Contacts Found in a Saved Search

The Data Change Management Inbox - By Contact view lets you find all contacts with open tickets (assigned to you or a group of which you are a member) that are found in a saved search. For example, you set up a search that finds contacts who are linked into any of your marketing folders for your summer social events. Choosing this saved search in the By Contact view runs the search and finds open tickets in any of those folders.

To run a saved search and return open tickets for contacts found by the search, select a saved search in the Look for field and choose Find Now.

Finding Tickets for Contacts Found in a Saved Search

[A] Choose a saved search in the Look for drop-down list. By default, the list includes all saved searches in your Favorites list to which you have Read access rights. To find a different search, choose Find Search in the Look for drop-down list.

[B] After choosing a search in the Look for drop-down list, choose Find Now.

[C] Open tickets for contacts found by the saved search display.

Find Tickets for Contacts Found in a Saved Search

1. Log on to the InterAction Windows Client.

2. Choose Tools > Data Change Management Inbox - By Contact.

3. In the Look for field, select the saved search from the drop-down list.

   If you don’t see the saved search, select Select Search from the drop-down list.

4. Choose Find Now.

   If you chose Select Search in the Look for field, the Select Saved Search dialog box displays. Specify your search criteria to find the saved search. Select the search from the list and choose OK.

Why Would the Data Change Management Inbox - By Contact View Be Blank?

By default, the Data Change Management Inbox - By Contact view displays a list of all contacts with open tickets assigned to you or a group of which you are a member. If you change the view to display tickets for a particular folder or saved search, only open tickets for contacts in those folders or searches display.

If the Data Change Management - By Contact view is blank, it means there are no open tickets for contacts in the current view or you do not have access to tickets that meet the criteria. For example, if you change the view to display open tickets for a particular marketing list and no tickets display, that means that no contacts in that folder have open tickets or you do not have rights to access those tickets.