Understanding Action History

  • Updated

The Action History page provides two sub-tabs where admins can review the status of Take Action jobs and actions on accounts and people. See Understanding Take Action.

To access the Action History page, from the left navigation bar, go to Settings_N.png Settings > History > Action History.

Important: You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

action History.jpg

Job Status

The Job status sub-tab shows the following details for every Take Action job:

  •  Executed Time
  •  Action Taken By
  •  # People or Accounts
  •  Status
  •  Status Detail

Filter the table using the following:

  • Date range
  • Job status
  • Action taken by

Action Status

The Action Status sub-tab show the following details for each action within a Take Action job:

  • Executed Time
  • Action Type
  • Person
  • Email
  • Account
  • Action Detail
  • Status
  • Action Taken By
  • Status Detail

Filter the table using the following:

  • Date range
  • Job status
  • Action type
  • Action taken by

 

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