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Administering Identity Records for Contacts


Users add immigration contacts as identities in the Identities view of the Immigration Contacts screen. To maintain the integrity of the identity and contact data, only administrators can remove an identity or a contact record from the Siebel database.

Identity records can have a status of Active, Inactive and To be deleted. Only one identity record can be the primary record. However, more than one identity record can have a status of Active.

After a user creates an identity record, the user cannot modify most record fields. For example, if a user selects a value of Divorced in the Marital Status field and saves the identity record, then the user cannot then change this value to Separated. A user can change the Status field in some cases. However, a user cannot change the status from To be deleted to Active or Inactive. Only administrators can modify identity field values and delete identity records from the Identities Administration view.

This task is a step in Process of Administering Immigration Contacts.

To administer an identity record for a contact

  1. Navigate to the Immigration Contacts screen, then the Immigration Contacts Home view.
  2. Enter data in the Search Identity fields, and click Go to search for the contact.
  3. From the Identities view, select Identities Administration in the visibility filter.
  4. Select the identity record, and then modify the record, or click Delete.

Deleting Immigration Contact Records

Only administrators can delete contact records from the Immigration Contacts Administration view.

To delete an immigration contact record

  1. Navigate to the Immigration Contacts screen, then the Immigration Contacts Home view.
  2. Enter data in the Search Identity fields, and click Go to search for the contact.
  3. From the Immigration Contacts view, select Immigration Contacts Administration in the visibility filter.
  4. Select the contact record, and click Delete.
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