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MDM - Customer 360
10.3
10.4 HotFix 3
10.4 HotFix 2
10.4 HotFix 1
10.4
10.3 HotFix 3
10.3 HotFix 2
10.3 HotFix 1
10.3
H2L
User Guide
MDM - Customer 360 10.3
MDM - Customer 360 10.3
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Table of Contents
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Preface
Introduction to Informatica MDM - Customer 360
Overview of Informatica MDM - Customer 360
Key Concepts
Business Entities
Search and Compare
Merge
Review Processes and Tasks
Hierarchies and Relationships
DaaS Validation
Logging In
User Interface
Charts and Graphs
Task Inbox
My Records Page
Getting Started
Getting Started Overview
Home Page
Sorting and Filtering Tasks
Configuring the Columns for the Task Inbox
Viewing Customer Data
Customer Dashboard
Adding Records
Adding Records Overview
Data Validation
Adding a Person Scenario
Adding an Organization Scenario
Adding a Person Record
Adding an Organization Record
DaaS Validation Overview
Address Verification and Standardization
Email Address Validation
Phone Validation
Validating a Postal Address, an Email Address, or a Phone Number
Adding a Household
Adding an Address
Adding a Time Period
Adding a Time Period Group
Adding a Classification Value
Adding a Campaign
Finding Records
Finding Records Overview
Search Page
Queries Page
Using the Search Box to Find Records
Filtering Records
Viewing and Opening a Record
Using Queries to Find Records
Types of Queries
Basic Queries
Extended Queries
Creating a Query
Running a Query
Viewing Query Results
Opening Records from Query Results
Customizing Query Results
Exporting Query Results
Managing Queries
Editing a Saved Query
Deleting a Saved Query
Saving an Existing Query as a New Query
Migrating and Sharing Saved Queries
Migrating and Sharing All the Saved Queries
Migrating and Sharing a Single Saved Query
Editing Records
Editing Records Overview
Scenario for Editing a Record
Editing a Record
Deleting a Record
Adding a Tag
Working with Drafts
Working with Drafts Overview
My Records Page
Timeline
Editing a Draft
Submitting a Draft
Deleting a Draft
Participating in Review Processes
Participating in Review Processes Overview
Example of a Review Process for Edits
Task Manager
Task Panel
Review Panel
Task Types
Claiming Tasks
Resolving Tasks
Reviewing Edited Records
Reviewing New Records
Resolving Records Sent Back for Updates
Closing Notification Tasks
Reviewing Merge Proposals
Reviewing Unmerge Proposals
Organizing Work on Tasks
Editing Due Date, Priority, and Other Task Properties
Assigning Tasks
Assigning Tasks Back to the Pool
Disclaiming Tasks
Importing Data
Importing Data Overview
Import Summary Report
Import Template
Import File
Match Rule Sets
Match Results
Importing Data
Resolving Duplicates
Resolving Duplicates Overview
Match Process
Merge Process
Scenario for Duplicate Records
Resolving Duplicate Records
Identifying Duplicate Records
Identifying Duplicate Child Records
Merging Duplicate Records
Resolving Duplicate Child Records within a Record
Investigating Data Changes
Overview
Scenario for Data Changes in History View
Comparing Data Changes in the History View
Investigating Hierarchies and Relationships
Investigating Hierarchies and Relationships Overview
Scenario for Adding Related Records
Relationships for a Person
Relationships for an Organization
Adding a Related Record
Viewing Related Records
Editing Related Records
Deleting a Related Record
Opening a Record in the Hierarchy View
Displaying Relationships on the Canvas
Selecting a Layout
Filtering Related Records
Defining a Filter
Saving a Filter
Applying a Saved Filter
Applying a Default Hierarchy Filter
Deleting a Saved Filter
Hiding and Showing Records on the Canvas
Showing Direct and Indirect Relationships
Hiding a Record
Hiding Selected Records
Hiding a Record's Children
Showing a Hidden Record
Showing All Hidden Relationships
Navigating the Canvas
Setting Canvas Display Options
Investigating Related Records
Viewing Record Data
Viewing Source Systems and Pending Changes
Viewing System Columns
Viewing and Editing Relationship Details
Adding a Relationship
Changing Records and Relationships
Adding a Record to the Canvas
Adding a Relationship
Editing a Record from the Hierarchy View
Deleting a Record from the Hierarchy View
Deleting a Relationship
Viewing the Relationship Graph
Relationship Graph Overview
Opening the Relationship Graph View
Relationship Graph User Interface
Filtering the Records
Aggregating the Records
Setting the Visualization Options
Modifying the Graph View
User Guide
User Guide
10.3
10.4 HotFix 3
10.4 HotFix 2
10.4 HotFix 1
10.4
10.3 HotFix 3
10.3 HotFix 1
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Adding a Tag
Adding a Tag
Tags are a way to associate a label or information to your customers. You can add tags to a customer in the dashboard view.
Search for a customer.
Select the customer to which you want to add the tags.
In the
Tags
panel, click
Add a Tag
.
Enter the tag that you want to add to the customer, and click
Add
.
Repeat step
4
until you add all the tags to the customer.
Click
Done
.
All the tags are added to the customer.
Editing Records
Updated June 18, 2019
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