Adding vs Inserting

There are two ways to add a new inquiry to Easy Access. You can click on the Add New Inquiry button (also available from theĀ Edit menu), or you can click on the Insert Button (The Insert Button is located on the Main Toolbar at the top of the program).

There is a difference between the two methods.

Add New Inquiry Button
This will clear the Inquiry Entry Form and automatically use theĀ Bureau Department Defaults. This includes any bureaus, products, type/terms/amount, and end-user information that you entered in the Department Defaults. Each time you add a new inquiry using this button, it will include the department defaults.

Inserting Inquiries
Inserting a new inquiry does not use the Department Defaults. Instead, it will copy any bureau, products, type/terms/amount, and end-user information from the current inquiry. This can be handy in certain circumstances.

Let’s say that by default, when you click on the New Inquiry button, that it defaults to a standard credit report. But you have 3 Social Searches to enter rather than Credit Reports. You click on the Product Button, choose Social Search (or Trace for Trans Union users) and enter the social security number.

If you click on the New Inquiry button, it will change the Social Security Form back to the default Credit Report Form. You have to change it back to the Social Security Form by clicking on the Product Button and choosing Social Search again.

Instead of clicking on the New Inquiry button, click on the Insert button or press <CTRL-INSERT>. The Insert Inquiry button copies the information from the inquiry you just entered, and it will stay on the Social Security Form.

Whenever you are entering inquiries that are different from the Department Defaults that you set up, the Insert new Inquiry button will save you some steps.

Comments are closed.