Some Parties can be known by a number of names, e.g. by an acronym, abbreviated name or variation.
With the Synonyms feature it is possible to create a number of Parties records, each containing a variation of a name, and attach them all to the primary Parties record.
It is then a simple matter to list all variations / synonyms of a Parties record by selecting Add Records on the Parties tab of the Ribbon in the Parties module. This can be useful for ensuring that all relevant records are used in reports or searches.
Read on for details about:
How to make a Parties record synonymous
With the Synonyms feature it is possible to create a number of Parties records, each containing a variation of a name, and link them all to the primary An attachment is made from one record to another. The record from which the attachment is initiated is the Primary record; the record that is attached is called the Target. Parties record:
- Select the Synonymy tab in the primary Parties record.
- Attach a synonymous Parties record to the Synonyms field:
- If the synonymous Parties record already exists, enter details in the Synonyms field and click Attach
beside the field (or press the TAB key).If a single match is found, Summary Data
Every record has a Summary Data field. Summary Data is a combination of key data in a record (taken from one or more fields). In Details View the current record's Summary Data displays beneath the Ribbon. A target record's Summary Data displays in an attachment field when an attachment has been made. Which field or combination of fields in a module is used to make up Summary Data can be specified by each institution (and implemented by Axiell developers). of the matching record displays in the Synonyms field.If more than one match is found, another copy of the Parties module will open with the matching records listed:
- Identify the synonymous record.
- Select it in List View or simply view it in Details View.
- Click Attach on the Home tab of the Ribbon.
Summary Data
Every record has a Summary Data field. Summary Data is a combination of key data in a record (taken from one or more fields). In Details View the current record's Summary Data displays beneath the Ribbon. A target record's Summary Data displays in an attachment field when an attachment has been made. Which field or combination of fields in a module is used to make up Summary Data can be specified by each institution (and implemented by Axiell developers). of the matching record displays in the Synonyms field.
- If the synonymous Parties record (or records) does not already exists:
- Click Attach beside the Synonyms field.
A second copy of the Parties module displays.
- Add a New record for each variation of the name of the main Parties record.
- Select the synonymous Parties record(s) and click Attach on the Home tab of the Ribbon.
Summary Data
Every record has a Summary Data field. Summary Data is a combination of key data in a record (taken from one or more fields). In Details View the current record's Summary Data displays beneath the Ribbon. A target record's Summary Data displays in an attachment field when an attachment has been made. Which field or combination of fields in a module is used to make up Summary Data can be specified by each institution (and implemented by Axiell developers). of the matching record(s) displays in the Synonyms field.
- Click Attach
- If the synonymous Parties record already exists, enter details in the Synonyms field and click Attach
How to add synonym records to the results list
It is possible to add all synonymous records for the selected records to the current results list. This can be useful for ensuring that all relevant records are used in reports or searches:
- Search the Parties module for one or more Parties record with synonyms:
- Select Add Records on the Parties tab of the Ribbon.
Synonyms of all listed records will be returned.
A message displays telling you how many synonym records were found:
- Click OK.
The synonym records are added to the current results list:
