Create a New Customer Record on the General Tab

When you create an opportunity record, you may become aware that you need to specify a customer that does not yet exist in your database. If this happens, you can create a new customer record via the General tab.

If GovWin Capture Management detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To create a new customer record on the General tab of the Opportunity Info Center, complete the following steps:

1. In the Primary Customer field on the General tab of the Opportunity Info Center form, click New. GovWin Capture Management opens a blank customer record in a separate browser window.
2. Enter customer information and specify a unique identifier for the new record.
3. Click Save. GovWin Capture Management closes the separate browser window, creates a new customer record, and adds the customer's name and related information to the General tab.
4. Click Save.

Postrequisite: After you create the new record, you must use the Customer Info Center to modify it.