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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Example of Adding Subject Areas in the Data View

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 to the database.

To add Anthony Lomax, you perform the following steps:

You check for an existing record by running a search. The search returns no results.

In the navigation bar, click

New

. In the

New

window, select

Person

as the subject area.

In the Data view, you type in Mr. Lomax's information in the form.

Adding Records in the Data View Overview

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Table of Contents

Data Director User Guide

Data Director User Guide

Example of Adding Subject Areas in the Data View

Example of Adding Subject Areas in the Data View