Updates Tab

View and manage Record Reviews submitted by sales and portal users on the Updates tab. The Pending and Completed Updates are automatically populated when a Sales or Portal user updates information in the customer record (e.g. sales user changes finds an error in the customer record, such as Industry, and submits a change, which appears in the Pending tab and requires reference manager approval before the change is applied to the customer record).

Viewing & Managing Updates

  1. Navigate to the Updates tab using one of the following methods:
    • Search: After performing a search and viewing the results found on the Customers tab, click Edit to update any information found on a particular customer record. Select the Updates tab.
    • Email: Click the link found in the update request email. Only Reference Managers will receive these emails.
    • Record Review: Update a request from Record Review. For more information, see Record Review.

    2. Update tab

  2. Select which type of Update you wish to review: 
    • Pending: Submitted updates that are pending review.
    • Completed: Completed updates that no longer require review. Select to view past updates and their dispositions. Reference Managers can also change Rejected updates to Accepted here.
  3. Click the Pencil icon to view submitted changes.
    4. Review Updates dialog
  4. Apply a Disposition status to each update request:
    • Accepted: If accepted, any changes will be updated in the customer record when saved.
    • Rejected: If rejected, no change will occur in the customer record.

    5. Note: If you still need time to research some of the updates, you can temporarily abstain from assigning a Disposition and return to it at a later time.

  5. Click Save to update the customer record.