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IDD Cleanup ProcessBCO Team

Table of Contents

3Introduction

3Inbox Pickup

6Tracking the Activity in NA CRM

7How to Access IDD

10How to Process Requests

15Update Ask Ticket

Introduction

GOTC will manage the following 3 items related to IDD:

Account Name Change

Address - Change Primary Address Flag

You can make these changes yourself in IDD: https://gcm.lexisnexis.com/bdd/login.jsfOR in My Lexis (Primary Address Flag): https://signin.lexisnexis.com/lnaccess/app/signin/aci/apInbox Pickup Navigate to the LNG-DAY-GOTC IDD Changes Inbox.

Open the Ask Ticket email Remember work the oldest ticket first

Click the Ask hyperlink in the email

The Ask ticket opens. Click the Transfer ticket to another topical expert drop down

Select your name from the drop down menu Click the Update Ticket button at the bottom of the screen

Tracking the Activity in NA CRM

After assigning one of the following ASK tickets to yourself you must create a tracking activity in NA CRM under the Account:

Account Name Change

Address - Change Primary Address Flag

Create an Activity in NA CRM under the customer that is identified in the ASK Ticket.

1. Query for the Customer using the Customer Number (ECM ID)

2. Scroll to the Activities applet and click the Plus sign

3. Using the table below for the Activity Type and Sub-type

How to Access IDD

First, go to the IDD website https://gcm.lexisnexis.com/bdd/login.jsf and log in using your legal ID/Password. You may have to do this twice. Please only use Internet Explorer or FireFox (DO NOT use Google Chrome)

Select IDD_ECM

Then, go to the Data Tab and click on the Organization Customer under the Organization Customer Folder as shown then click on Open Query:

This will bring you to the Organization Customer Search

Here, you will put in the entire Customer Number from NA CRM:

Then click Run Search.

This pulls up the account in IDD. Please make sure that the account you choose is identical to the one in NA CRM there could be multiple accounts that show. Click Open. Check the Status and Customer Class & Industry Class and ensure it matches NA CRM This is what you will see in IDD. You are now in the database to make changes.

How to Process Requests

GOTC handles the following 3 types of requests:

Account Name Change

Address Change Primary Address FlagAccount Name Change

To make changes to the name, you will do this in the Org Name Variant. This will show an Alternate and a Current. You will work in the Current under the Name Status.

Once this is highlighted, you will click on Edit, which is the pencil:

Make sure you make the change to the correct name in the Raw Name:, and the Name. You will also need to make sure the Lang Code: is: ENG

Once these changes are made, click in the Mark For Save box and click the check mark to make changes.

Address - Change Primary Address Flag

In order to make a change to the address, Go to Place of Business

Click into the Address

Make your changes, do not forget to put in the zip code, and check Mark For Save Then click the check over to the right

Never leave IDD without making notes.

Go to the DS Notes Tab, and click on New, which is the paper with the plus sign over it.

Notes should always include who made the changes and include the Activity number.

Do not forget to put in your Lang Code: ENG

When done, click the check to make changes. You should be able to see your notes When complete, scroll to the top and click the Save button which looks like a disc

There may be a message that comes up. Never change the dates in the message. Just click OK to continue with the changes.

Once this is complete, go back to NA CRM, update the page, and check to see if the changes were made.

If address changes were made, go to the Addresses tab and check to see if the address is correct. This should also show on the Accounts page of NA CRM.

Update Ask Ticket

Type in your actions in the Add New Information text box of the changes made in IDD

Include that verified this in NA CRM Click the Update Ticket button at the bottom of the screen

close the activity in NA CRM Go to NA CRM and set your tracking activity Status to Complete Type in the ASK Ticket Number in the Activitys Comments section

Move the ask ticket email to your completed folder Go to the Inbox and drag and drop the email to your folder under Completed

[Department or Team Name]Effective MM/DD/20YYPrint 12/14/2015IDD Cleanup Process

Effective 12/08/2015