Restore Subscription Status

Overview

When a user has changed the subscription status of the items in a subscription folder by mistake, the previous status can be restored from the folder's own report. The report contains the full change history per item, including a column that calculates the status each item had before the change.

The restore itself is a normal import: a two-column file that sets the status back on each subscription item.

Step 1 — Create the report

1. Right-click the subscription folder and choose Report.
2. Open the Excel file that is created. The last sheet, HistoricalStatus, lists every status change of every item in the folder.

The sheet contains one row per status change, with these columns:

Column	Meaning
ItemID	Identifies the subscription item — this is the ID the import needs
ContactID, Name, Company	The contact behind the item
CurrentStatus	The status the item has now
StatusChangedTo, StatusCodeChangedTo	The status set by this change
StatusChangedOn, StatusChangedBy	When the change was made, and by whom
PreviousStatusCode	A formula that returns the status the item had before this change

Step 2 — Filter the wrong changes

1. Filter on the user and/or the date to isolate the changes that were made by mistake.
2. Filter the CurrentStatus column on the wrongly assigned status. This step is needed to leave out the items that were changed again — correctly — after the mistake.

Step 3 — Build the import file

1. Copy the filtered result to a new sheet. Use Paste values, so the calculated PreviousStatusCode becomes a fixed value instead of a formula.
2. Rename the column ItemID to CM_ID.
3. Rename the column PreviousStatusCode to Status.
4. Delete all other columns. The result is a sheet with two columns: column A CM_ID, column B Status.
5. Save the sheet as a new file.

Step 4 — Import

1. Open ContactManager, go to Configuration → CRM Configuration and open the Import tab.
2. Select the file created in step 3.
3. Choose import type Update — see Import types.
4. Tick Always update.
5. Click Import and refresh until the import has finished.

Check the result in the subscription folder.