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5 Check that the customer does not already exist

Access needed: Customer DB → View to open the page and Create to run the search.

Important: Always search before you add a customer. The system blocks the same name in the same country, but it does not catch the same company written with a slightly different name.

  1. On the Customer DB list, click + ADD NEW CUSTOMER. The page VERIFY IF CUSTOMER EXISTS opens.
  2. Type all or part of the company name in CUSTOMER NAME. Part of a name works, for example "Pharma".
  3. Click SEARCH & CHECK or press Enter.
  4. Read the results. They show the customer name, country, status, who it is assigned to, who created it and the dates.
  5. If the customer is already listed, stop. Use that record.
  6. If the customer is not listed, click ADD CUSTOMER.

Things to know​

  • The ADD CUSTOMER button shows after every search, even when matches were found. Read the results before you click it.
  • The name you typed is not carried to the next page. You will type it again.
  • If a result shows a Short Code instead of a company name, that customer belongs to another team. You cannot open it. Ask your administrator.
  • The results can be out of date. For the correct owner and dates, check the Customer DB list.