Preface
Introduction
Getting Started
Data Director with Business Entities
Data Director with Subject Areas
Hierarchies and Relationships
- Investigating Hierarchies and Relationships
Workflows and Reviews
- Participating in Review Processes
- Review Processes Reference

Data Director User Guide

10.3

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Adding a Person Scenario

You are an insurance agent for a large insurance company. You have a new customer, Anthony Lomax, on the phone. You want to add Mr. Lomax as a record.

To add Anthony Lomax, you perform the following steps:

In the navigation bar, click

New

. Select

Person

as the business entity type, and then click

In the

Last Name

field, you type Lomax. In the

First Name

field, you type Anthony.

In the Similar Records panel, you see a potential duplicate, so you open the similar record.

You confirm with Mr. Lomax that he is not the same person as the existing Anthony Lomax, and then close the similar record.

You finish adding Mr. Lomax's information in the form.

Adding Business Entity Records

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Table of Contents

Data Director User Guide

Data Director User Guide

Adding a Person Scenario

Adding a Person Scenario