Third Party Data
Binley’s validation reasons and actions
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Binley’s provides a reason for accepting or rejecting each data change request. The reasons will indicate the action required (the reasons you see will be similar to those shown below)
Binley’s validation reason | Action |
Data Correct | No action required. Your changes will be overwritten in actisCRM when the database is refreshed. Click Archive all Accepted Requests on the Actions tab. |
Cannot Confirm at this Location | Check notes for additional information. Click Resend with Comments and provide further information if requested. |
Definitely Does Not Exist at this Location | Check notes for additional information. Your changes will remain in actisCRM but the customer will not be given a Binley’s ID. Click Archive Selected Items on the Actions tab. |
Insufficient Details | Click Resend with Comments and provide the requested information. |
Not at Location provided, on at different Location | Check notes for additional information. Because of the database update, the customer will be added to the correct location and all customer information that you have entered will move to the record at the confirmed location. Your customer will be made inactive or deleted depending on your set-up. Click Open Customer on the Actions tab and check the Inactive Notes show the record has been merged. Click the Exit button to return to the validation list. From the validation list, click Archive Selected Items on the Actions tab. |
Organisation Refused to Validate | Check notes for additional information. Your changes will remain in actisCRM but the customer will not be given an ID. Click Archive Selected Items on the Actions tab. |
Person Already Deleted | The customer has already been removed from the provider’s database and will be made inactive in actisCRM. Click Archive Selected Items on the Actions tab. |
Person Already Shown | The customer has already been added to the provider’s database and the ID will be given in the notes. All information that you have added to your customer record will move to the existing record. Click Archive Selected Items on the Actions tab. |
Person Left Since Call | Between your validation request and data provider’s checks, the customer has left the location. The customer will be made inactive in actisCRM. Click Archive Selected Items on the Actions tab. |
Person Still Exists at Location | A customer that you have made inactive in actisCRM should still be active. The customer will be made active when the database next updates. Click Open Customer on the Actions tab and check the Active box if required. Click the Exit button to return to the validation list. From the validation list, click Archive Selected Items on the Actions tab. |
Unsupported | Your organisation does not subscribe to this database. Your changes will remain in actisCRM. Click Archive Selected Items on the Actions tab. |