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

This field group includes hyperlinks of actions that can be taken from this screen. When actions are allowed for the current relationship to change or the current action entity, the actions to take are underlined. When an action is not available for the current conditions, it is not underlined.

 

The actions to take are as follows:

 

•Edit action entity – When the action entity is a person, organization, trust, special text, location, phone, mailing label, or stock certificate, clicking this action hyperlink opens the CIS Entity Maintenance screen in a new window for the action entity. Make changes to the entity in the window, then click <Save Changes> to save the changes you made and return to the Name and Address Relationships screen. Click <Return> to go back to the Name and Address Relationships screen without saving changes.

 

•Link action entity to checked entities as – Use this to link entities. The drop-down list below this action is used to determine what relationship will be used to link the entities. To use this action, do the following:

 

1.Select an entity into the Action Entity tree.

2.Check the entity or entities in the Relationship To Change tree that will be linked to the action entity.

3.Using the drop-down list, select the relationship between the checked entities and the action entity.

4.Click the "Link action entity to checked entities as" hyperlink to create the relationships.

 

Example: You select 555 Somewhere Street, a location, as the action entity. You then check both Joe Brown and Sally Brown who are persons displayed in the Relationship To Change tree. Then, from the drop-down list in the Actions To Take section, select "Physical Address of Owner." Then click "Link action entity to checked entities as." "555 Somewhere Street" now displays in the Relationship To Change tree beneath each of the checked names, Joe Brown and Sally Brown; it is cyan colored and has "Adding" at the end of the description line. Repeat the process to create more links. You can delete the changes and start over by clicking "Restore original tree." If you click <Save Changes>, the changes will be saved and the Relationship To Change tree will be refreshed. The links you just added will now be displayed in their normal color.

 

•Unlink action entity from checked entities – Use this action to remove links between the action entity and entities that are checked in the Relationship To Change tree. To use this action, do the following:

 

1.Select an entity into the Action Entity tree.

2.Check the entity or entities in the Relationship To Change tree that will be unlinked from the action entity.

3.Click Unlink action entity from checked entities to remove the relationships.

 

Example: Joe Brown has passed away, and you now want to remove him from a number of mailing labels for accounts that he and Sally Brown shared. Look up Sally Brown and make her the primary entity of the Relationships To Change tree. Look up Joe Brown and make him the action entity. Then check each of the mailing labels in the Relationship To Change tree. Finally, click "Unlink action entity from checked entities." Joe Brown will now be colored red in each of the checked mailing labels and the description will have "Removing" appended to it. You can now create or remove more links, or you can start over by clicking "Restore original tree." If you click <Save Changes>, the changes will be saved and the Relationship To Change tree will be refreshed. The links you just removed will no longer show in the tree.

 

Note: Using this method of unlinking will remove all links between the action entity and a checked entity. For example, if a location is linked to a person both as the physical address and as the correspondence address, clicking "Unlink action entity from checked entities" will remove both links.

 

Note: If the action entity is not linked to the checked entity, no links will be removed and no errors will be given. This action is most useful for removing a name from mailing labels. As in the example above, if a name needs to be removed from all mailing labels, you can simply check all mailing labels, make the name to be removed the action entity, and click "Unlink action entity from checked entities." Doing this will remove the name in each mailing label in which it exists, and will leave the others as they are.

 

•Delete checked relationships – This action deletes the relationship between the checked entity and its parent. The action entity is not involved in this. To use this action, check the entities in the Relationship To Change tree for which you want to remove the link to the parent entity, then click "Delete checked relationships." The checked entity will now be colored red and will have "Removing" appended to its description. If you do not want to remove the link, click "Restore original tree." To complete the transaction, click <Save Changes>. After saving changes the tree will be refreshed and the removed entity relationship will no longer appear in the tree.

 

•Merge checked mailing labels – This action combines accounts with mailing labels that contain the same information into one mailing label linked to multiple accounts. Other entities, such as safe deposit boxes, may also be merged with accounts to the same mailing label. Merging mailing labels improves system performance and reduces your monthly billing cost.

 

•Split checked mailing labels – When several entities are linked to a single mailing label, use this action to create a new mailing label for one of these linked entities. To split an entity, check the mailing label or labels to be split, and select the entity that is to receive the new mailing label. If you do not select an entity, the program will split the first entity from all the others. You will be prompted that the first one is being split and will be able to cancel if the first one is not the one you want split. Click "Split checked mailing labels" to perform the split. This is an immediate action. If you have pending items, the program will ask if you want to save changes before doing the split. When the split is complete, the tree will be refreshed and you will now see two copies of the mailing label with the entity that was split linked to the new mailing label.

 

•Display locations – Clicking this will opens a window that shows all locations linked to entities in the Relationship To Change tree. This is a quick way to find the locations without having to search the entire tree, especially if the tree is large. You can easily make one of the locations in the pop-up window be the action entity by double-clicking the location, or by selecting the location and clicking "View Location as Action Entity."

 

•Display original tree – If you have pending actions (adding or removing links that have not yet been saved), you can use this action to see the original tree before you started making changes. Clicking "Display original tree" brings up the original tree over the top of the action entity. This is for display purposes only and has no other functionality.

 

•Restore original tree – Use this action to undo pending actions and to go back to the Relationship To Change as it was before you started linking or unlinking entities.

 

•<Save Changes> – Click this button to save your pending actions.

 

See Also:

Relationship to Change field group

Action Entity field group

Actions to Take field group