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Creating a Name Record

With proper security permissions, you can create a new name record, add new information, or edit information in an existing name record.

Before creating new name or case records, remember to search for already existing records to avoid the possibility of creating duplicate records.

  1. Search for a name record.

  2. If the correct name does not appear in the results of the name lookup, you can add a new name record to associate by clicking New Name from the Actions group. Depending on your Default View Settings, either the new name record will open in the default name type view, or you will be prompted to select a Name Type to use in the creation of the new name record. Default View Settings are set in Tools | Settings in the Menu Toolbar.
  3. Select or type all required and relevant data for each available field. Some fields may be required while others are not.
  4. Save the session.

    The session does not necessarily need to be saved until all information has been entered. It is recommended, however, that you save periodically to avoid data loss due to unforeseen circumstances. If you attempt to close the session without saving, you will be prompted to save or abandon changes before the session closes.

     

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