Slide 1

ProtoBase Suite 6.01.06:
ProtoBase UI
On Line Training
Sections 7 and 8:
•
•

Transaction Search
Help From ProtoBase
and Bomgar
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Slide 2

ProtoBase Suite
6.01.06: ProtoBase UI

Created by:

Elavon Training Department
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7. Transaction(s) Search

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Slide 3

Transaction(s) Search



The purpose of this section is to walk through the complete process of searching for
a transaction in ProtoBase.



From time to time every merchant has a need to search and find a specific
transaction in order to resolve customer disputes over charges, and find supporting
data for research related to charges / refunds for specific past and present
transactions.



There are three types of searches.
–
–
–

Search of Active Database (current transactions not deposited)
Search of Authorized Only Database (Transactions authorized only and not “cashed” out).
Search for transaction(s) in the History Database (transactions from past batches).

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Slide 4

Transaction(s) Search

Instructions


Click on Binoculars
ICON at the upper left of
the window.



Select Location from the
Dropdown menu.
NOTE: Select location.
If not sure, select “All
Locations”

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Slide 5

Transaction(s) Search

Instructions


A window will display showing
all searchable fields.



It is recommended searching by
the “indexed fields” (which are
the first six fields) framed at the
top of the search window.



Try searching using one or two
fields. By limiting the number of
search fields, you avoid the
possibility of errors that will
keep you from locating the
transaction successfully.



Specifically, enter in the last
four digits of the credit card
number in the “Account / Last
Four” field.



To search the Active Database
containing transactions that are
waiting to be settled, simply
press the “Search” button at the
bottom of the window

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Slide 6

Transaction(s) Search

Instructions



To search the Auth
Only Database
containing transactions
that are authorized only,
and are NOT ready to
settle, simply find the
field on the left that is
titled Tran Type, and
select the Auth option
from the dropdown
menu.



Press Search
NOTE: All other fields
may be populated the
same as instructed on
the previous slide.

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Slide 7

Transaction(s) Search

Instructions


The upper window will
contain a list of all
cards ending in 4242
that are located in the
selected Database.



Each transaction in the
Search Results window
is a hyper link. Single
click on the transaction
line (anywhere) and
transaction detail will
display for the
transaction chosen.
Lower window.

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Slide 8

Transaction(s) Search
Searching History



To search the history
database, which
contains transactions
already settled, enter
last four digits of the
credit card number (as
before).



Click on Search
History Box.



Select the month, or
range of months, using
the drop-down menu at
the bottom of the
window.



Press “Search” button
at the bottom of the
window

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Slide 9

Transaction(s) Search

Searching History



A Window displays
search results as
before.



Again, click anywhere
on the Search Results
Transaction in question
to view Transaction
details.

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Slide 10

ProtoBase Suite
6.01.06: ProtoBase UI

Created by:

Elavon Training Department
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8. Help From ProtoBase and Bomgar

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Slide 11

Help From ProtoBase and Bomgar



Occasionally our customers need direct assistance with troubleshooting problems in Protobase
or researching day to day operational issues with credit cards. The purpose of this video is to
show you how to create a link to the internet that will allow Protobase technicians to
remotely connect to your server, or workstation, to assist with finding a resolution.



There are two applications that allow our technicians to remotely connect through the Internet
1. Go-To-Assist: designed for all sites that allow internet access
2. Bomgar: designed only for IHG sites
The following instructions explain how to create a desktop shortcut that will allow Protobase
technicians to remotely connect to your server, or workstation, using one of these applications .

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Slide 12

Help From ProtoBase and Bomgar

Instructions
Help From Protobase and Bomgar

www.protobase.com/supportt
www.remote.ihg.com (for IHG)

•

Right Click on your desktop

•

From Menu, select New and then
Shortcut

•

Create Shortcut window will open

•

(Click Here). Type the location:
www.protobase.com/support
or
if you are an IHG site, type in
www.remote.ihg.com

or

•

Click Next

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Slide 13

Help From ProtoBase and Bomgar
Instructions
Help From Protobase and Bomgar
•

A new window will display (at
top).

•

Type Name of Shortcut:
Help From Protobase or
Bomgar if an IHG site

•

Click Finish

•

Appropriate shortcut will appear
on the desktop.

Short Cuts

First
Slide

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