Vicinity

Solomon's Directory has a handy In-Line Edit tool that allows you to unlock, edit and save data straight into your database.

Using The In-Line Edit Tool

Using Solomon's powerful filtering tools can help you keep an eye on where you are missing important contact and business information

Housekeeping - Checking for gaps in your data

With Solomon, use 'Audit' that allows you to see when records were updated and by whom.

How to track updates and changes in your system with 'Audit'

Layouts, also known as views, allow you to set a custom view in the Directory so you only see the information you need.

Setting a Layout using the Columns button.

We've got a handy little button that helps you create whichever record you need, from anywhere in Solomon.

Using The Quick Create Button

Learn about advanced filter 'operators' and how to use them

Using Advanced Directory Filters

As well as viewing your data in tables, Directory has a built-in tool that allows you to view any of it as Records.

Using The Directory Records

How to add new people/contacts to your Directory and link them to a record

Creating a New Person

How to quickly add a new Business or Hereditament into your Directory

Creating a New BID Member Business

How to delete and archive People from the Directory

Making a Person Inactive

Creating Sectors

How to create new Areas and add Businesses to them

Creating Areas

Show which records are active, closed or in the hands of their landlords

Defining Business Trading Status

Monitor the risk to businesses using Directory

Tracking Business Risk

How to use the record viewer window in Directory

Record Viewer

A snapshot of everything you've done for a business.

History Tab

To keep your data tidy and at its best performance you can make a Record Inactive - this essentially archiving it from your database.

Inactive Records: The Basics

Learn how to use Solomon's Directory tools to keep on top of records that are marked 'For Review'

Moderating items 'For Review' as Admin

How to add Business records for your non BID member contacts.

Creating a Non-Levy Paying Business

Do you have inactive people showing up on your exports?

Finding Inactive Primarys and Voters

This article will help you manage a change in occupancy

Managing an occupancy change

An explanation about the difference between Voting Member and Levy Payer options in Directory

Businesses - Voting Members vs. Levy Payers

You may see reach and unique on some of our reports here is how we explain the difference.

Explaining Reach and Unique

Simon Zimmerman

Lisa Machin

The core of the Solomon System - your database containing all of your records, contacts and relationships.

Directory

Find answers and get help from Intercom Support and Community Experts

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