Choose a Master Data topic from the menu on the left or search for a specific setting.
How to Use Master Data Filters and Actions
All Master Data pages include filters along the top, providing quick access to specific datasets. Use the free text filter to search for any visible data on the page.
The Action button located to the left of any item will allow authorized users to Edit or Delete entries.
How to Import and Export Data
For users looking to perform bulk operations, most Master Data pages support exporting and importing using .csv. Locate the export and import buttons located on the far right of the page.
For a detailed walkthrough on import and exporting data see: How to Export and Import Data in your Account
How to Find Deleted Items
In order to protect the historical integrity of your account, Aimsio prevents some data from being permanently deleted. Deleted items are stored and moved to a Deleted List instead.
Authorized users can filter deleted items and use the Action button to Restore them if required.
For more information on deleting and restoring data across Aimsio see: How to find Deleted Items in Aimsio