Page Comparison

1. Select whether to add one or two types of Primary ID

From ID check screen:

• Click Add New (and select New ID Check, where applicable)
  In Primary ID the option to select whether one or two forms of Primary ID are to be entered

Where one type of Primary ID is being entered:

• Select One

Where two types of Primary ID are being entered:

• Select Two

2. Add one type of Primary ID

From ID check screen:

• Select One

  • Enter the Primary ID details

  • Enter the Secondary ID details

    

3. Add two types of Primary ID

From ID check screen:

• Select Two

  • Use Primary ID 1 and Primary ID 2 to enter details of the two types of Primary ID

  • Enter the Secondary ID details

    

4. Reporting on ID types & inactive ID types

All ID check types can be reported on via Power Reports

When an existing ID type is no longer required, configuration settings allow these ID types to be marked as inactive - this prevents the ID type from being added to new checks while ensuring the check can still be reported on

From Power Reports:

• Select type of Contact Report and select any required criteria, e.g. Office

• From Linked Records, select ID Check, then check ID Type