Data Director User Guide

10.3

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Adding an Organization Scenario

You are with the marketing department of a company. You have a new customer, Time Warner which is an organization. You want to add Time Warner as an Organization business entity record.

To add Time Warner, you perform the following steps:

In the navigation bar, click

New

. Select

Organization

as the business entity type, and then click

Fill In the required fields for the DaaS provider. In the

Display Name

field, type Time Warner. The

Display Name

field is a required field.

Select the DaaS provider and click

Review the search results that the DaaS provider returns. You compare two or more records in the search results.

Select the records that are a potential match and click

Use this

to create the record.

If you do not find any potential matches, you close the search results, add data in the data entry form and click

Save

to create the record.

Adding Business Entity Records

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Table of Contents

Data Director User Guide

Data Director User Guide

Adding an Organization Scenario

Adding an Organization Scenario