Access Entities

Overview

When Should I Access Entities?

The Entities module is used to search for an entity before creating a new one. It is also used to find an existing entity that requires editing.

Example 1

User searches for A-1 Trucking; A-1 already exists in the system, so there is no need to create the entity.

Example 2

Users searches for A-1 Trucking; results show several results with different addresses. User opens the entity to review information and finds that these are not duplicates because they have different addresses, entity types, and contact information.

Process

To Access Entities:

1. Hover the mouse over Entity.
2. Click Entity Search.

Result

The Entity Search page opens.