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Inserting Records During the Lookup Process

During the Lookup process, you can insert both client records and D&B records in the local database. You can link client records to D&B records or insert them on their own as user-defined records. When you insert records into the Common Customer Directory, Duplicate Deletion may be enabled.

Inserting a Record With No Match

  1. On the Company Lookup tab, complete the required fields.
  2. In the Source System and Address Source fields, select the applicable sources.
  3. If necessary, click Set Client Keys and in the Alias column, Hard Key field, enter a value.
  4. Click Insert to Database.

  1. In the confirmation window, click OK.

Inserting a Record With a Local Match

  1. After you run a Lookup search, and the candidate list displays, select a matching candidate.
  2. Click Insert to Database.
  3. In the window that prompts you to choose an Insert option, select the Insert option.
    • If you select the option Insert the Lookup Data into the Common Customer Directory, the Lookup data is inserted as a client record in the Common Customer Directory.
    • If you select the option Link input record to selected local Record, the Lookup data links to the selected candidate record and adopts the Logical Site ID of the candidate record.

Inserting a Record With a Remote Match

These steps also apply to inserting a remote match.

  1. After you run a Lookup search, and the candidate list displays, select a matching candidate.
  2. Click Insert to Database.
  3. In the window that prompts you to choose an Insert option, select the Insert option.
    • If you select the option Insert the Lookup Data into the Common Customer Directory, the Lookup data is inserted as a client record in the Common Customer Directory.
    • If you select the option Link input record to selected local Record, the Lookup data links to the selected candidate record and adopts the Logical Site ID of the candidate record.
    • If you select Insert the returned remote D&B record into the Common Customer Directory, only the remote candidate is inserted into the Common Customer Directory.
    • If you insert a record and then immediately decide that you want to remove it, click Undo. The record is removed from the Common Customer Directory.

Undoing a Record Insert

During a Lookup, immediately after you insert one or more records into the Common Customer Directory, you can undo the operation. Depending on what you have just inserted, four scenarios are possible. You could have inserted:

  • Customer Record Only
  • Remote D&B Record Only
  • Customer Record, and linked it to a Local Record
  • Remote D&B Record and linked the Customer Record to the Remote D&B Record

To undo an insert operation:

  1. On the Lookup window, Lookup Result (Local Candidates) tab, click Undo. A confirmation message prompts you to confirm the Undo operation and lists the Company Name and AGN ID of the inserted record.
  2. Click OK. Whatever records have been inserted and/or linked are now removed from the Common Customer Directory.

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