Navigation:  How to Manage Customer Information > Change Names and Addresses Screens > Names and Address Relationships Screen > Action Entity field group

You can create some CIS entities directly from the Action Entity group. Before you create an entity, you should first look up the entity you are planning to create to verify that it is not already on file. The <Create> drop-down button will be disabled until you click on the Lookup hyperlink to remind you that you should look up first. You can create a new person, organization, trust, special text, location, or phone entity from this screen.

 

When you click <Create>, the appropriate entity maintenance screen for the selected entity is displayed in a new window. Enter the fields here just as you would on the Entity Maintenance screen. When your changes are complete, click <Save Changes> to save your changes and return to the Name and Address Relationships screen. If you decide not to save your changes, just click <Return> to go back to the Name and Address Relationships screen without saving changes.