ADDM251 - ADD user guidance: name details (action guide)

To view a customer’s Name Details, consider steps 1 to 4 below

1.	To view a customer’s Name Details, you must first be in the Account Summary screen.
	If you are not in this screen
	Follow the guidance in Account Summary ( ADDM206) Then Go to step 2
2.	To view the
	Name Details, scroll down the Account Summary screen until you can view the Name Details section Name History Click on the Name Historic Details hyperlink on the right hand side of the Account Summary screen Then Go to step 3
3.	On the Name History screen you can view
	The Name History Summary section which details any previous names used and their start and end dates The Requested Name Summary section which details the name by which the customer is known for correspondence, titles Hover the mouse over the Maintenance Data text to view where and when the record was last updated From this screen you can also go to the following screens by clicking on the appropriate hyperlink Contact Details Address History Relationship History Interests History Award History Go to step 4
4.	To go back to the
	Account Summary screen, click on the Account Summary hyperlink at the top of the screen ADD Home screen, click on the [Close] button
	Note: If you accessed the Account Summary screen from the Person Trace screen, click on the [Close] button to go back to the Person Trace screen and then click on the [Close] button on the Person Trace screen to go back to the ADD Home screen