opens. A red line on a field indicates a required field.
For each required field in the form, click the field, and type a value.
If the
Similar Records
panel contains a list of similar records, review them.
In the
Similar Records
panel, click the information icon beside the name of a record.
Check the other data values to see if the record is the same as the one you are adding.
If it is the same record, click
View
. The selected record opens in an entity tab. You can edit data as required. You can view the child records for the record. You can discard the work-in-progress record.
If it is not the same record, click
Close
.
Review other similar records in the same way.
If a record does not exist, return to the tab containing the work-in-progress customer record.
In the customer creation form, add data in the optional fields.
Fill in the fields.
Optionally, add an image. Type a valid URL in the image field.
For best results, use an image that is a maximum of 200 x 200 pixels. For images, the MDM Hub stores the URL, not the file. If the location of the file changes, you must update the URL.
Click
Apply
.
To add a child record to the record, perform the following steps:
In the navigation menu, click a section name. For example,
Documents
.
Click
Create Child Record
.
The data entry form for the child record appears.
The following image shows the data entry form of the
Documents
section:
Table
view
Form
view
Create Child Record
Discard
Apply
In the table view, if there are more than ten columns and tooltips for the columns, you can resize the columns for an enhanced view of the tooltips.
In the table view, some field values might appear as
Condition-based Field
if Administrator has configured the visibility of the fields based on field values.
To switch from the form view to the table view of the fields, click
Table
.
Fill in the fields.
For a file attachment field, browse and select the file you want to attach, and then click
Open
.
By default, you can attach .pdf and .jpg files.
Click
Apply
.
After you finish adding data, click
Save
.
By default, the
Draft
check box is selected. When you click
Save
, the in-progress customer record is saved as a draft. Later you can submit the record for approval. If you do not want to save the record as draft, clear the check box before you save the record.
If you are a user with an approver role, ensure that you clear the draft check box.
If your user role permits you to save data without a review,
Customer 360
saves the record as an active record. Otherwise,
Customer 360
saves the record as a pending record and initiates the review process associated with your role.