Sales and Purchase Ledgers - Flipbook - Page 18
Is the new account to be
created from a blank
record
No
Yes
Click Create - then select
contine
CRM - Company
CRM - Customer
Use Search facilities to
locate record to be
copied.
Process 01.01.900.01
At the Find record search for the
company or customer
CRM record
Click Copy radio
button
Does the CRM
record exist
Yes
Click on record confirm address
details
Click Load
No
Is the CRM record the
correct detail for the
customer record
Do Casefile
notes exist
Yes
No
Click + to view
details and/or
Continue
Click Exit to return
to Sales Ledger
No
Yes
Look up again
Link record
Click Create Select Company
Customer
Vehicle
Confirm letter displayed and
select - End of range or
First available free number
Click OK
Confirm displayed
details - add and
amend additional
fields as
necessary
The system can generate the
account number from the
presented grid or Cancel to
allocate manually
If multi location select and confirm
location for CRM
record
If postcode search
available - enter
postcode and select
house number or name
to pull address - other
enter manually
Complete - Title,
Initials, First &
Surname details complete
additional fields as
required
Click Create
to save the record
Click Save icon
then click Exit
Add/Modify Accounts - Create
01.01.001.01 – pwise – 01/06/06
Page 18 of 342
