aPureBase 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)

Rejection codes will be found in the notes column. Pay attention and action effectively:

• The last rejection notice requires you to inactivate the customer – * this is a legal requirement as the customer has refused to be included in the database under the data protection regulations.

To filter the list:

1. Click the Filter button at top-right in the list header
2. In the filter box, select Status from the Select Column drop-down box
3. Check the Contains radio button
4. Type the rejection code in the field and click OK

Important: * aPureBase will reject customers should the individual be protected by data protection law. (No aPureBase ID will be given)
It is a legal requirement that you deactivate the customer. 

Your latest third-party validations can be tracked and actioned, but sometimes you’re sure you’ve made a change before and want to see what happened last time. An audit log of change requests and responses is retained within actisCRM.

1. From the main menu click My Data and select the name of your third-party data provider from the drop-down menu
   OR
2. Open the customer or location record
3. Navigate to Data Validation
4. On the list header, click the down-arrow button to show list options
5. Tick the Show Archived Requests checkbox
6. The list will refresh, and all validation requests and responses will become visible

Cegedim 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)

Rejection codes will be found in the notes column. Pay particular attention to the following codes:

• R01 and R03 require you to provide more information to enable validation
• R08 requires you to inactivate the customer – * this is a legal requirement as the customer has refused to be included in the database under the data protection regulations.

To filter the list by code:

1. Click the Filter button at top-right in the list header
2. In the filter box, select Notes from the Select Column drop-down box
3. Check the Contains radio button
4. Type the rejection code in the field and click OK

Important: Cegedim will reject customers should the individual be protected by data protection law. (No Cegedim ID will be given)
It is a legal requirement that you deactivate the customer. 

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)

Data validation requests should be checked and actioned regularly to ensure that customer and location records accurately reflect the real situation in your area.

1. From the main menu click My Data and from the drop-down list select the name of your data provider
2. The validation list will open
3. Actions will become active when items in the validation list are selected

Open Customer Card: Open the customer record to view or edit further information.

Open Location Card: Open the location record to view or edit further information.

Archive all Accepted Requests: Remove all validation records with status “accepted” from the list.

Archive Selected Items: Remove all actioned records from the validation list.

Resend with Comments: Provide additional information requested by data provider.

Review the accepted changes

1. Click the Filter button on the list to limit the results to “Accepted”
2. In the Select Column field choose Status from the drop-down options
3. Click the Starts With radio button
4. Click in the field and type A or Accepted
5. Click the OK button to run the filter. The list will change to show only the accepted requests
6. Review the accepted requests and then click Archive all Accepted Requests on the Actions tab
7. Click the Clear Filter button to remove the filter from the list
8. If accepted requests are still visible, click the Refresh button

Review the rejected changes

1. Click the Filter button on the list to limit the results to “Rejected”
2. For each rejected request, the data provider will provide a reason and additional notes where necessary
3. Click Resend with Comments on the Actions tab to provide more information that will help the data provider validate your request

All the amendments you’ve made to third party data are recorded in actisCRM, so you can easily track your requests.

The validation request list should be reviewed and maintained regularly so that you are aware of feedback and so that you can provide any further information requested by the third party to help them validate your changes.

• Employee Name: The actisCRM user requesting the change
• Change Date: The date the change was made in actisCRM
• Type of Change: Indicates whether the change is to a customer or location record and the type of change, i.e. add/delete/change customer or location, set a new primary or working location, etc.
• Original Name: The customer or location name
• New Name: The customer or location’s new name. This column is only used when a name change has been requested
• Comment: Any comment added when the validation request was sent

The following columns will be completed by your data provider

• Status: Whether the validation request was accepted or rejected
• Reason: The reason a request was rejected
• Notes: Further information about how Binley’s arrived at their decision

Depending on your role, you may be able to see only your own validation requests, or those made by your team.

Customer and Location data which comes from a third party can be found in the Customer and Location records on the General and More pages. All of the information can be amended at any time, but will need to be validated.

1. Open the customer or location record
2. Edit the data in any of the shaded fields
3. Click Save & Exit to close the record
4. Amendments to any of the shaded fields must be validated so the change is recorded and sent to the data provider with a message which can be edited
5. Any text pre-filled in the message will be relevant to the customer or location record details that have been changed. Click in the field and add any further information that will help your data provider validate the change. Generally the requests are validated by phone so provide a phone number for the customer, department or location if possible.
6. Click the OK button to send the validation request.

The same validation process occurs when a new customer is added to a location or if a new location is added to actisCRM.

Important: Changes made to third-party data will not become permanent until the validation process is complete, i.e. once the source has verified the requested change. For this reason, the third party data fields will revert to their previous contents and changes will only become fixed after the next data update.

Adding new customer or location records to actisCRM is a permanent entry to the database. These new records may subsequently receive a third-party ID and thereafter can be amended and verified following the normal process.

Many organisations like to keep customer and location details current by subscribing to a third-party data source. The most common are Binley’s and Cegedim (IQVIA), but other companies provide the same service too.

The More page of the customer or location record displays the unique reference number or ID for each third-party record.

Shaded fields on any customer or location record come from a third-party.

Whenever you make a change to any of these details a validation request will sent to the third-party company.

Important: The reference number cannot be changed. It will always relate to the customer or location directly. Typing over the current data with new will cause the change request to be rejected and the original data will be restored, overwriting your changes.