The Organizations page is the starting point for your work on organizations, and the Persons page for persons. Use simple or advanced search to find the entity you want to work on. The entity may be an active party that has an active, inactive, or no account at all. However, you cannot search for inactive parties. You can also:
Use the Persons page to search for contacts.
Use the Home page to quickly access organizations, persons, and contacts. See Home Page.
For organization searches only, if you use Oracle Customer Data Librarian and the HZ: Display Certification Level profile option is set to Yes, then certification levels are displayed to help you evaluate the search results. The levels are assigned in Oracle Customer Data Librarian to indicate the quality of records, and the meaning of each level is based on your organization's business needs. See: Assigning Certifications.
If you see from the search results that the entity does not already exist, you can create organizations or persons. See: Creating Organizations or Persons.
Suggestion: When you create a new person, you can also create a new contact relationship between that person and an organization.
You can also:
Mark Duplicates: Identify duplicate organizations or persons to merge, if enabled. See: Marking Duplicate Organizations or Persons.
Purchase: Search for D&B information to acquire for organizations, if enabled. The search criteria you used to find the organization are defaulted for the D&B search. See: Searching for Companies in the D&B Database.
Click a name to go to the organization or person overview. See: Overview. In the person overview, you can switch to view information for contact roles that the person plays in relationships with organizations.
Update: Update an organization or person. In the person profile, you can switch to update information any of the person's contact roles. See: Profile.
The Organizations and Person pages also provide the same recent items from the Home page. See: Recent Items.