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Table of Contents
INTRODUCTION.............................................................................................................................. 3
INBOX PICKUP............................................................................................................................... 3
TRACKING THE ACTIVITY IN NA CRM.............................................................................................6
HOW TO ACCESS IDD.................................................................................................................... 7
HOW TO PROCESS REQUESTS......................................................................................................10
UPDATE ASK TICKET ................................................................................................................... 15
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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.jsf
OR in My Lexis (Primary Address Flag):
https://signin.lexisnexis.com/lnaccess/app/signin/aci/ap
INBOX PICKUP
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Then, go to the Data Tab and click on the Organization Customer under the
Organization Customer Folder as shown then click on Open Query:
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Here, you will put in the entire Customer Number from NA CRM:
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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.
o 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.
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Once this is highlighted, you will click on Edit, which is the pencil:
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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.
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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
Notes should always include who made the changes and include the Activity
number.
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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.
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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.
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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
NA CRM
Go to the Inbox and drag and drop the email to your folder under Completed
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